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
251
$11.7K 0.01%
100
252
$11.2K 0.01%
54
253
$11.1K 0.01%
59
254
$10.9K 0.01%
200
255
$10.8K 0.01%
300
256
$10.7K 0.01%
73
257
$10.5K 0.01%
231
-30
258
$10.4K 0.01%
200
259
$10.4K 0.01%
100
260
$10.4K 0.01%
200
261
$10.2K 0.01%
+1,700
262
$9.74K 0.01%
100
263
$9.39K 0.01%
50
264
$9.27K 0.01%
601
265
$9.23K 0.01%
122
266
$9.22K 0.01%
300
267
$9.22K 0.01%
550
268
$9.06K 0.01%
100
269
$8.85K 0.01%
120
270
$8.68K 0.01%
112
271
$8.66K 0.01%
200
272
$8.57K 0.01%
300
+3
273
$8.43K 0.01%
55
274
$8.39K 0.01%
317
275
$8.36K 0.01%
70
9 10
11
12 13