CWM

Crowley Wealth Management Portfolio holdings

AUM $126M
1-Year Est. Return 23.05%
This Quarter Est. Return
1 Year Est. Return
+23.05%
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 +$580K
2 +$492K
3 +$247K
4
QLD icon
ProShares Ultra QQQ
QLD
+$180K
5
SSO icon
ProShares Ultra S&P500
SSO
+$170K

Top Sells

1 +$158K
2 +$73.8K
3 +$50.2K
4
FDX icon
FedEx
FDX
+$47.2K
5
MRK icon
Merck
MRK
+$28.6K

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
$1.9B
$45.5K 0.04%
2,940
FFIV icon
152
F5
FFIV
$13.8B
$45.2K 0.04%
140
MS icon
153
Morgan Stanley
MS
$271B
$43.4K 0.03%
273
LIT icon
154
Global X Lithium & Battery Tech ETF
LIT
$1.39B
$43.3K 0.03%
761
+2
FCF icon
155
First Commonwealth Financial
FCF
$1.73B
$42.6K 0.03%
2,500
MSEX icon
156
Middlesex Water
MSEX
$939M
$42.5K 0.03%
785
PSTG icon
157
Pure Storage
PSTG
$23.3B
$41.9K 0.03%
500
ET icon
158
Energy Transfer Partners
ET
$57.2B
$41.2K 0.03%
2,400
OTIS icon
159
Otis Worldwide
OTIS
$34.1B
$41.1K 0.03%
450
B
160
Barrick Mining
B
$69.4B
$41K 0.03%
1,250
TMO icon
161
Thermo Fisher Scientific
TMO
$221B
$38.8K 0.03%
80
AVB icon
162
AvalonBay Communities
AVB
$25.8B
$38.6K 0.03%
200
ESG icon
163
FlexShares STOXX US ESG Select Index Fund
ESG
$125M
$38.6K 0.03%
250
AMT icon
164
American Tower
AMT
$82B
$38.5K 0.03%
200
URA icon
165
Global X Uranium ETF
URA
$5.19B
$35.8K 0.03%
750
+200
BMY icon
166
Bristol-Myers Squibb
BMY
$103B
$35K 0.03%
776
SPOT icon
167
Spotify
SPOT
$117B
$34.9K 0.03%
50
SCHA icon
168
Schwab U.S Small- Cap ETF
SCHA
$19.2B
$33.5K 0.03%
1,200
PAVE icon
169
Global X US Infrastructure Development ETF
PAVE
$9.71B
$33.3K 0.03%
700
TGT icon
170
Target
TGT
$41.7B
$33.3K 0.03%
371
VGT icon
171
Vanguard Information Technology ETF
VGT
$113B
$32.9K 0.03%
44
COF icon
172
Capital One
COF
$144B
$32.7K 0.03%
+154
ERAS icon
173
Erasca
ERAS
$840M
$32.7K 0.03%
+15,000
TRMB icon
174
Trimble
TRMB
$19.4B
$32.7K 0.03%
400
WSFS icon
175
WSFS Financial
WSFS
$3.06B
$32.4K 0.03%
600