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
1
$12.5M 11%
+49,798
2
$6.48M 5.72%
+16,054
3
$5.65M 4.99%
+22,910
4
$4.71M 4.16%
+43,555
5
$4.59M 4.05%
+25,857
6
$4.51M 3.98%
+48,755
7
$4.48M 3.95%
+10,631
8
$4.43M 3.91%
+11,397
9
$4.26M 3.76%
+17,786
10
$3.64M 3.21%
+32,719
11
$2.9M 2.55%
+69,200
12
$2.63M 2.32%
+9,340
13
$2.61M 2.3%
+10,017
14
$2.57M 2.26%
+7,126
15
$2.56M 2.26%
+11,682
16
$2.16M 1.91%
+19,138
17
$2.14M 1.88%
+4,712
18
$1.65M 1.46%
+13,117
19
$1.47M 1.3%
+2,507
20
$1.41M 1.24%
+7,381
21
$1.36M 1.2%
+4,308
22
$1.33M 1.17%
+4,654
23
$1.06M 0.93%
+9,155
24
$1.05M 0.92%
+9,715
25
$1.04M 0.92%
+2,990
1
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