CWM

Crowley Wealth Management Portfolio holdings

AUM $126M
1-Year Est. Return 23.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$126M
AUM Growth
+$15.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
428
New
Increased
Reduced
Closed

Top Buys

1 +$515K
2 +$481K
3 +$240K
4
QLD icon
ProShares Ultra QQQ
QLD
+$165K
5
SSO icon
ProShares Ultra S&P500
SSO
+$158K

Top Sells

1 +$163K
2 +$57.6K
3 +$47.3K
4
FDX icon
FedEx
FDX
+$46.1K
5
MRK icon
Merck
MRK
+$28.1K

Sector Composition

1 Technology 17.55%
2 Consumer Discretionary 16.37%
3 Healthcare 14.59%
4 Financials 8.97%
5 Industrials 8.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ICLN icon
151
iShares Global Clean Energy ETF
ICLN
$3.24B
$45.5K 0.04%
2,940
FFIV icon
152
F5
FFIV
$23.1B
$45.2K 0.04%
140
MS icon
153
Morgan Stanley
MS
$339B
$43.4K 0.03%
273
LIT icon
154
Global X Lithium & Battery Tech ETF
LIT
$2.21B
$43.3K 0.03%
761
+2
FCF icon
155
First Commonwealth Financial
FCF
$1.93B
$42.6K 0.03%
2,500
MSEX icon
156
Middlesex Water
MSEX
$982M
$42.5K 0.03%
785
P
157
Everpure Inc
P
$27.6B
$41.9K 0.03%
500
ET icon
158
Energy Transfer Partners
ET
$67.2B
$41.2K 0.03%
2,400
OTIS icon
159
Otis Worldwide
OTIS
$27B
$41.1K 0.03%
450
B
160
Barrick Mining
B
$72.4B
$41K 0.03%
1,250
TMO icon
161
Thermo Fisher Scientific
TMO
$179B
$38.8K 0.03%
80
AVB icon
162
AvalonBay Communities
AVB
$26B
$38.6K 0.03%
200
ESG icon
163
FlexShares STOXX US ESG Select Index Fund
ESG
$138M
$38.6K 0.03%
250
AMT icon
164
American Tower
AMT
$86.4B
$38.5K 0.03%
200
URA icon
165
Global X Uranium ETF
URA
$7.43B
$35.8K 0.03%
750
+200
BMY icon
166
Bristol-Myers Squibb
BMY
$111B
$35K 0.03%
776
SPOT icon
167
Spotify
SPOT
$103B
$34.9K 0.03%
50
SCHA icon
168
Schwab U.S Small- Cap ETF
SCHA
$22.9B
$33.5K 0.03%
1,200
PAVE icon
169
Global X US Infrastructure Development ETF
PAVE
$13.7B
$33.3K 0.03%
700
TGT icon
170
Target
TGT
$55.9B
$33.3K 0.03%
371
VGT icon
171
Vanguard Information Technology ETF
VGT
$152B
$32.9K 0.03%
352
COF icon
172
Capital One
COF
$114B
$32.7K 0.03%
+154
ERAS icon
173
Erasca
ERAS
$4.19B
$32.7K 0.03%
+15,000
TRMB icon
174
Trimble
TRMB
$13.5B
$32.7K 0.03%
400
WSFS icon
175
WSFS Financial
WSFS
$3.71B
$32.4K 0.03%
600