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
201
$20.7K 0.02%
+800
202
$20.6K 0.02%
+870
203
$20.5K 0.02%
+50
204
$20.5K 0.02%
+346
205
$20.1K 0.02%
+174
206
$20K 0.02%
+711
207
$19.8K 0.02%
+78
208
$19.7K 0.02%
+138
209
$19.3K 0.02%
+150
210
$18.8K 0.02%
+2,500
211
$18.6K 0.02%
+7,000
212
$18.5K 0.02%
+77
213
$18.5K 0.02%
+200
214
$18.3K 0.02%
+154
215
$18.1K 0.02%
+900
216
$18K 0.02%
+200
217
$17.9K 0.02%
+200
218
$17.8K 0.02%
+100
219
$17.4K 0.02%
+200
220
$17K 0.02%
+200
221
$16.4K 0.01%
+500
222
$16.1K 0.01%
+803
223
$16.1K 0.01%
+300
224
$16K 0.01%
+150
225
$15.9K 0.01%
+750