CWM

Crowley Wealth Management Portfolio holdings

AUM $126M
1-Year Est. Return 23.05%
This Quarter Est. Return
1 Year Est. Return
+23.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$105M
AUM Growth
-$8.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
451
New
Increased
Reduced
Closed

Top Buys

1
+$121K
2
+$118K
3
+$115K
4
ARTY
iShares Future AI & Tech ETF
ARTY
+$80.2K
5
IGPT icon
Invesco AI and Next Gen Software ETF
IGPT
+$68.4K

Top Sells

1
+$184K
2
+$169K
3
+$147K
4
MDT icon
Medtronic
MDT
+$140K
5
DUK icon
Duke Energy
DUK
+$129K

Sector Composition

1 Healthcare 17.79%
2 Technology 16.75%
3 Consumer Discretionary 15.71%
4 Industrials 10.64%
5 Financials 9.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$14.2K 0.01%
280
227
$14.1K 0.01%
300
228
$13.9K 0.01%
150
229
$13.8K 0.01%
100
230
$13.6K 0.01%
114
231
$13.5K 0.01%
200
232
$13.4K 0.01%
198
233
$13.3K 0.01%
136
234
$13K 0.01%
218
235
$13K 0.01%
100
236
$12.9K 0.01%
50
237
$12.9K 0.01%
50
238
$12.5K 0.01%
600
239
$12.4K 0.01%
1,000
+225
240
$12.4K 0.01%
350
241
$12.3K 0.01%
+560
242
$12.3K 0.01%
7,000
243
$12.2K 0.01%
300
244
$12.2K 0.01%
200
245
$12.1K 0.01%
200
246
$12K 0.01%
333
247
$12K 0.01%
188
248
$12K 0.01%
130
249
$11.9K 0.01%
239
250
$11.8K 0.01%
119
8 9
10
11 12