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
401
– –
-150
402
– –
-240
403
– –
-40
404
– –
-200
405
– –
-850
406
– –
-300
407
– –
-113
408
– –
-93
409
– –
-1,000
410
– –
-98
411
– –
-200
412
– –
-1
413
– –
-950
414
– –
-800
415
– –
-2,400
416
– –
-5
417
– –
-23
418
– –
-300
419
– –
-50
420
– –
-200
421
– –
-60
422
– –
-110
423
– –
-20
424
– –
-400
425
– –
-180
14 15 16
17
18