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
301
$4.68K ﹤0.01%
160
302
$4.64K ﹤0.01%
8
303
$4.51K ﹤0.01%
100
304
$4.46K ﹤0.01%
18
305
$4.36K ﹤0.01%
106
306
$4.3K ﹤0.01%
16
+8
307
$4.29K ﹤0.01%
187
308
$4.25K ﹤0.01%
380
-200
309
$4.05K ﹤0.01%
150
310
$4.01K ﹤0.01%
221
311
$4K ﹤0.01%
18
312
$3.96K ﹤0.01%
46
313
$3.94K ﹤0.01%
58
314
$3.73K ﹤0.01%
38
+19
315
$3.7K ﹤0.01%
10
316
$3.67K ﹤0.01%
7
+2
317
$3.66K ﹤0.01%
15
318
$3.63K ﹤0.01%
150
+137
319
$3.63K ﹤0.01%
338
320
$3.59K ﹤0.01%
24
321
$3.57K ﹤0.01%
12
322
$3.57K ﹤0.01%
92
323
$3.56K ﹤0.01%
34
324
$3.54K ﹤0.01%
3
325
$3.46K ﹤0.01%
40
11 12
13
14 15