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
276
$8.35K 0.01%
617
277
$8.29K 0.01%
250
278
$8.29K 0.01%
42
279
$8.14K 0.01%
110
280
$8.03K 0.01%
100
281
$8.01K 0.01%
54
282
$7.99K 0.01%
200
283
$7.91K 0.01%
400
284
$7.89K 0.01%
100
285
$7.48K 0.01%
200
286
$7.33K 0.01%
100
287
$7.32K 0.01%
144
288
$7.3K 0.01%
300
289
$7.24K 0.01%
100
290
$7.08K 0.01%
+500
291
$6.81K 0.01%
65
292
$6.13K 0.01%
168
293
$5.94K 0.01%
900
294
$5.8K 0.01%
+40
295
$5.56K 0.01%
1,000
296
$5.49K 0.01%
38
297
$5.41K 0.01%
100
-260
298
$5.2K 0.01%
99
299
$5.02K ﹤0.01%
150
300
$4.76K ﹤0.01%
7
10 11
12
13 14