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 | |
|---|---|---|---|---|---|---|
151
Johnson Controls International
JCI
$69.3B
| $41.8K | 0.04% |
+530
| New | +$41.8K |
|
152
Otis Worldwide
OTIS
$33.7B
| $41.7K | 0.04% |
+450
| New | +$41.7K |
|
153
Moderna
MRNA
$9.41B
| $40.5K | 0.04% |
+975
| New | +$40.5K |
|
154
PayPal
PYPL
$66.2B
| $39.3K | 0.03% |
+460
| New | +$39.3K |
|
155
iShares MSCI Germany ETF
EWG
$2.49B
| $39.1K | 0.03% |
+1,229
| New | +$39.1K |
|
156
Middlesex Water
MSEX
$944M
| $36.8K | 0.03% |
+700
| New | +$36.8K |
|
157
American Tower
AMT
$93.9B
| $36.7K | 0.03% |
+200
| New | +$36.7K |
|
158
Regeneron Pharmaceuticals
REGN
$61.3B
| $35.6K | 0.03% |
+50
| New | +$35.6K |
|
|
SI
159
DELISTED
SIEMENS AKTIENGESELLSCHAFT ADS
SI
| $35.4K | 0.03% |
+366
| New | +$35.4K |
|
160
Suncor Energy
SU
$50.1B
| $35.3K | 0.03% |
+990
| New | +$35.3K |
|
161
F5
FFIV
$17.6B
| $35.2K | 0.03% |
+140
| New | +$35.2K |
|
162
FlexShares STOXX US ESG Select Index Fund
ESG
$124M
| $34.4K | 0.03% |
+250
| New | +$34.4K |
|
163
Morgan Stanley
MS
$238B
| $34.3K | 0.03% |
+273
| New | +$34.3K |
|
164
CrowdStrike
CRWD
$104B
| $33.5K | 0.03% |
+98
| New | +$33.5K |
|
165
WSFS Financial
WSFS
$3.22B
| $31.9K | 0.03% |
+600
| New | +$31.9K |
|
166
ConocoPhillips
COP
$124B
| $31.7K | 0.03% |
+320
| New | +$31.7K |
|
167
JPMorgan Equity Premium Income ETF
JEPI
$41B
| $31.6K | 0.03% |
+550
| New | +$31.6K |
|
168
Pure Storage
PSTG
$25.3B
| $30.7K | 0.03% |
+500
| New | +$30.7K |
|
169
Enterprise Products Partners
EPD
$69.3B
| $29.8K | 0.03% |
+950
| New | +$29.8K |
|
170
Chubb
CB
$110B
| $29K | 0.03% |
+105
| New | +$29K |
|
171
EastGroup Properties
EGP
$8.85B
| $28.9K | 0.03% |
+180
| New | +$28.9K |
|
172
Global X US Infrastructure Development ETF
PAVE
$9.3B
| $28.3K | 0.02% |
+700
| New | +$28.3K |
|
173
Trimble
TRMB
$18.7B
| $28.3K | 0.02% |
+400
| New | +$28.3K |
|
174
Hershey
HSY
$37.7B
| $27.8K | 0.02% |
+164
| New | +$27.8K |
|
175
Essential Properties Realty Trust
EPRT
$6.09B
| $27.5K | 0.02% |
+880
| New | +$27.5K |
|