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CWM
Crowley Wealth Management Portfolio holdings
AUM
$126M
1-Year Est. Return
23.04%
This Fund
S&P 500
This Quarter
Est. Return
+3.81%
1 Year Est. Return
+23.04%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$113M
AUM Growth
–
Cap. Flow
+$114M
Cap. Flow
% of AUM
100.2%
Top 10 Holdings %
Top 10 Hldgs %
48.72%
Holding
428
New
428
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$11.7M |
| 2 |
Lowe's Companies
LOW
|
+$6.12M |
| 3 |
Tesla
TSLA
|
+$5.17M |
| 4 |
AbbVie
ABBV
|
+$4.75M |
| 5 |
ProShares Ultra QQQ
QLD
|
+$4.66M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 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
Schwab U.S Small- Cap ETF
SCHA
$22.2B
| $20.7K | 0.02% |
+800
| New | +$21.3K |
|
202
Equinor
EQNR
$97B
| $20.6K | 0.02% |
+870
| New | +$20.9K |
|
203
Vanguard Morningstar Growth ETF
VUG
$218B
| $20.5K | 0.02% |
+300
| New | +$20.2K |
|
204
Cisco
CSCO
$453B
| $20.5K | 0.02% |
+346
| New | +$19.8K |
|
205
Dell
DELL
$261B
| $20.1K | 0.02% |
+174
| New | +$21.8K |
|
206
Global X Nasdaq 100 Covered Call & Growth ETF
QYLG
$155M
| $20K | 0.02% |
+711
| New | +$23.3K |
|
207
Vanguard Industrials ETF
VIS
$8.11B
| $19.8K | 0.02% |
+78
| New | +$20.8K |
|
208
TE Connectivity
TEL
$60.4B
| $19.7K | 0.02% |
+138
| New | +$20.6K |
|
209
iShares Core S&P Total US Stock Market ETF
ITOT
$93.9B
| $19.3K | 0.02% |
+150
| New | +$19.4K |
|
210
BioCryst Pharmaceuticals
BCRX
$2.28B
| $18.8K | 0.02% |
+2,500
| New | +$19K |
|
211
Nuvation Bio
NUVB
$2.22B
| $18.6K | 0.02% |
+7,000
| New | +$18K |
|
212
Travelers Companies
TRV
$78.9B
| $18.5K | 0.02% |
+77
| New | +$19.2K |
|
213
CRH
CRH
$63.8B
| $18.5K | 0.02% |
+200
| New | +$19.2K |
|
214
Cardinal Health
CAH
$53.6B
| $18.3K | 0.02% |
+154
| New | +$18K |
|
215
Hercules Capital
HTGC
$3.06B
| $18.1K | 0.02% |
+900
| New | +$17.6K |
|
216
NRG Energy
NRG
$28B
| $18K | 0.02% |
+200
| New | +$18.5K |
|
217
BJs Wholesale Club
BJ
$12.5B
| $17.9K | 0.02% |
+200
| New | +$18.1K |
|
218
Teleflex
TFX
$5.87B
| $17.8K | 0.02% |
+100
| New | +$20.5K |
|
|
BPMC
219
DELISTED
Blueprint Medicines
BPMC
| $17.4K | 0.02% |
+200
| New | +$18.3K |
|
|
XYZ
220
Block Inc
XYZ
$48.2B
| $17K | 0.02% |
+200
| New | +$16.4K |
|
221
York Water
YORW
$503M
| $16.4K | 0.01% |
+500
| New | +$17.8K |
|
222
Intel
INTC
$464B
| $16.1K | 0.01% |
+803
| New | +$18.1K |
|
223
iShares MSCI Europe Small-Cap ETF
IEUS
$179M
| $16.1K | 0.01% |
+300
| New | +$16.9K |
|
224
Aecom
ACM
$9.33B
| $16K | 0.01% |
+150
| New | +$16.4K |
|
225
Sony
SONY
$136B
| $15.9K | 0.01% |
+750
| New | +$14.6K |
|
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Crowley Wealth Management's Q4 2024 Portfolio in Review
Q4 2024 is the first quarter with a 13F filing on record for Crowley Wealth Management, which disclosed 428 positions worth $113M. Its ten largest holdings account for 49% of the portfolio.
Its largest position is Apple: 49,798 shares worth $12.5M.
By sector, the portfolio is most concentrated in Consumer Discretionary at 17% of assets, followed by Technology and Healthcare.
- Crowley Wealth Management's largest Q4 2024 buy was Apple: 49,798 shares worth $12.5M.
- Crowley Wealth Management's ten largest holdings make up 49% of its $113M portfolio in Q4 2024.
- Crowley Wealth Management disclosed 428 positions in Q4 2024, its first 13F filing on record.
Based on Crowley Wealth Management's 13F filing for Q4 2024, filed 11 Feb 2025.