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
376
$1.4K ﹤0.01%
4
377
$1.35K ﹤0.01%
60
378
$1.35K ﹤0.01%
16
379
$1.33K ﹤0.01%
10
380
$1.27K ﹤0.01%
4
381
$1.12K ﹤0.01%
18
382
$950 ﹤0.01%
5
383
$896 ﹤0.01%
4
384
$837 ﹤0.01%
14
385
$760 ﹤0.01%
6
386
$680 ﹤0.01%
+21
387
$659 ﹤0.01%
404
388
$608 ﹤0.01%
200
389
$573 ﹤0.01%
11
390
$503 ﹤0.01%
100
391
$418 ﹤0.01%
48
392
$125 ﹤0.01%
6,254
393
$92 ﹤0.01%
+5
394
$86 ﹤0.01%
30
395
$45 ﹤0.01%
+2
396
$44 ﹤0.01%
+19
397
$32 ﹤0.01%
30
398
$21 ﹤0.01%
+2
399
$7 ﹤0.01%
+1
400
– –
-50
14 15
16
17 18