CWM

Crowley Wealth Management Portfolio holdings

AUM $110M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$113M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
429
New
Increased
Reduced
Closed

Top Buys

1 +$12.5M
2 +$6.48M
3 +$5.65M
4
QLD icon
ProShares Ultra QQQ
QLD
+$4.71M
5
ABBV icon
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 Change
in Stake
Capital Flow
151
$41.8K 0.04%
+530
152
$41.7K 0.04%
+450
153
$40.5K 0.04%
+975
154
$39.3K 0.03%
+460
155
$39.1K 0.03%
+1,229
156
$36.8K 0.03%
+700
157
$36.7K 0.03%
+200
158
$35.6K 0.03%
+50
159
$35.4K 0.03%
+366
160
$35.3K 0.03%
+990
161
$35.2K 0.03%
+140
162
$34.4K 0.03%
+250
163
$34.3K 0.03%
+273
164
$33.5K 0.03%
+98
165
$31.9K 0.03%
+600
166
$31.7K 0.03%
+320
167
$31.6K 0.03%
+550
168
$30.7K 0.03%
+500
169
$29.8K 0.03%
+950
170
$29K 0.03%
+105
171
$28.9K 0.03%
+180
172
$28.3K 0.02%
+700
173
$28.3K 0.02%
+400
174
$27.8K 0.02%
+164
175
$27.5K 0.02%
+880