CWM
Crowley Wealth Management Portfolio holdings
AUM
$110M
This Quarter Return
+3.82%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$113M
AUM Growth
–
Cap. Flow
+$113M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
48.72%
Holding
429
New
428
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
$12.5M |
| 2 |
Tesla
TSLA
|
$6.48M |
| 3 |
Lowe's Companies
LOW
|
$5.65M |
| 4 |
ProShares Ultra QQQ
QLD
|
$4.71M |
| 5 |
AbbVie
ABBV
|
$4.59M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Discretionary | 17.46% |
| 2 | Technology | 17.41% |
| 3 | Healthcare | 15.32% |
| 4 | Industrials | 10.94% |
| 5 | Financials | 8.78% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
126
Wells Fargo
WFC
$261B
| $61.9K | 0.05% |
+881
| New | +$61.9K |
|
127
EOG Resources
EOG
$68.8B
| $61.3K | 0.05% |
+500
| New | +$61.3K |
|
128
Sysco
SYY
$38.5B
| $61.2K | 0.05% |
+800
| New | +$61.2K |
|
129
W.R. Berkley
WRB
$27.2B
| $59.2K | 0.05% |
+1,012
| New | +$59.2K |
|
130
Vanguard S&P Mid-Cap 400 Value ETF
IVOV
$967M
| $57.3K | 0.05% |
+600
| New | +$57.3K |
|
131
Pfizer
PFE
$141B
| $57.1K | 0.05% |
+2,151
| New | +$57.1K |
|
132
Eaton
ETN
$133B
| $54.1K | 0.05% |
+163
| New | +$54.1K |
|
133
iShares Silver Trust
SLV
$20B
| $54K | 0.05% |
+2,050
| New | +$54K |
|
134
Digital Realty Trust
DLR
$55.3B
| $53.2K | 0.05% |
+300
| New | +$53.2K |
|
135
Corteva
CTVA
$50.2B
| $52.2K | 0.05% |
+917
| New | +$52.2K |
|
136
Takeda Pharmaceutical
TAK
$47.8B
| $52K | 0.05% |
+3,927
| New | +$52K |
|
137
Phillips 66
PSX
$53.7B
| $51.8K | 0.05% |
+455
| New | +$51.8K |
|
138
Target
TGT
$41.9B
| $51.8K | 0.05% |
+383
| New | +$51.8K |
|
139
ProShares Ultra NASDAQ Biotechnology
BIB
$55.5M
| $50.7K | 0.04% |
+1,000
| New | +$50.7K |
|
140
Exelixis
EXEL
$9.9B
| $50K | 0.04% |
+1,500
| New | +$50K |
|
141
GE Vernova
GEV
$156B
| $47K | 0.04% |
+143
| New | +$47K |
|
142
Energy Transfer Partners
ET
$60.7B
| $47K | 0.04% |
+2,400
| New | +$47K |
|
143
Eversource Energy
ES
$23.5B
| $45.9K | 0.04% |
+800
| New | +$45.9K |
|
144
Delta Air Lines
DAL
$39.9B
| $45.4K | 0.04% |
+750
| New | +$45.4K |
|
145
Novartis
NVS
$244B
| $45.2K | 0.04% |
+464
| New | +$45.2K |
|
146
AvalonBay Communities
AVB
$27B
| $44K | 0.04% |
+200
| New | +$44K |
|
147
Bristol-Myers Squibb
BMY
$96.4B
| $42.7K | 0.04% |
+755
| New | +$42.7K |
|
148
Thermo Fisher Scientific
TMO
$183B
| $42.7K | 0.04% |
+82
| New | +$42.7K |
|
149
Williams Companies
WMB
$69.4B
| $42.6K | 0.04% |
+788
| New | +$42.6K |
|
150
First Commonwealth Financial
FCF
$1.83B
| $42.3K | 0.04% |
+2,500
| New | +$42.3K |
|