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
176
$27.5K 0.02%
+260
177
$27.4K 0.02%
+350
178
$27.4K 0.02%
+44
179
$27K 0.02%
+434
180
$26.3K 0.02%
+400
181
$26.1K 0.02%
+352
182
$25.6K 0.02%
+1,650
183
$24.9K 0.02%
+450
184
$24.6K 0.02%
+100
185
$24.4K 0.02%
+40
186
$24.4K 0.02%
+240
187
$24.3K 0.02%
+1,203
188
$24.2K 0.02%
+800
189
$24K 0.02%
+360
190
$23.6K 0.02%
+326
191
$23.4K 0.02%
+174
192
$23.2K 0.02%
+619
193
$23.2K 0.02%
+307
194
$23.1K 0.02%
+393
195
$23K 0.02%
+240
196
$22.8K 0.02%
+558
197
$22.4K 0.02%
+50
198
$21.7K 0.02%
+400
199
$21.5K 0.02%
+250
200
$21K 0.02%
+100