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
351
$2.06K ﹤0.01%
200
352
$2.05K ﹤0.01%
2,000
-3,500
353
$2.04K ﹤0.01%
36
354
$2.01K ﹤0.01%
18
355
$1.99K ﹤0.01%
11
356
$1.99K ﹤0.01%
4
357
$1.95K ﹤0.01%
100
358
$1.95K ﹤0.01%
107
359
$1.95K ﹤0.01%
14
360
$1.92K ﹤0.01%
110
361
$1.89K ﹤0.01%
2
362
$1.86K ﹤0.01%
200
363
$1.83K ﹤0.01%
9
364
$1.82K ﹤0.01%
22
365
$1.81K ﹤0.01%
8
366
$1.79K ﹤0.01%
8
367
$1.71K ﹤0.01%
56
-65
368
$1.65K ﹤0.01%
18
+9
369
$1.63K ﹤0.01%
70
370
$1.52K ﹤0.01%
115
371
$1.5K ﹤0.01%
20
372
$1.46K ﹤0.01%
14
373
$1.43K ﹤0.01%
25
374
$1.41K ﹤0.01%
18
375
$1.4K ﹤0.01%
16
13 14
15
16 17