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
326
$3.45K ﹤0.01%
110
327
$3.33K ﹤0.01%
14
+7
328
$3.24K ﹤0.01%
11
329
$3.16K ﹤0.01%
54
330
$3.1K ﹤0.01%
40
331
$3.07K ﹤0.01%
5
332
$2.92K ﹤0.01%
150
333
$2.91K ﹤0.01%
19
334
$2.91K ﹤0.01%
40
335
$2.86K ﹤0.01%
1,000
336
$2.85K ﹤0.01%
34
337
$2.84K ﹤0.01%
34
338
$2.75K ﹤0.01%
136
339
$2.74K ﹤0.01%
15
340
$2.71K ﹤0.01%
300
341
$2.65K ﹤0.01%
16
342
$2.62K ﹤0.01%
64
+32
343
$2.58K ﹤0.01%
7
344
$2.57K ﹤0.01%
36
345
$2.46K ﹤0.01%
165
346
$2.46K ﹤0.01%
200
347
$2.36K ﹤0.01%
28
348
$2.27K ﹤0.01%
77
349
$2.12K ﹤0.01%
17
350
$2.09K ﹤0.01%
300
12 13
14
15 16