CWM
Crowley Wealth Management Portfolio holdings
AUM
$110M
1 Year Est. Return
–
AUM
$105M
AUM Growth
-$8.45M
(-7.4%)
Holding
451
Top Buys
| 1 | +$121K | |
| 2 | +$118K | |
| 3 | +$115K | |
| 4 |
ARTY
iShares Future AI & Tech ETF
ARTY
|
+$80.2K |
| 5 |
Invesco AI and Next Gen Software ETF
IGPT
|
+$68.4K |
Top Sells
| 1 | +$184K | |
| 2 | +$169K | |
| 3 | +$147K | |
| 4 |
Medtronic
MDT
|
+$140K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
426
Schwab Emerging Markets Equity ETF
SCHE
$11.4B
| – | – |
-3,760
|
|
||
427
Sangamo Therapeutics
SGMO
$193M
| – | – |
0
|
|
||
428
ProShares Russell 2000 Dividend Growers ETF
SMDV
$637M
| – | – |
-200
|
|
||
429
Constellation Brands
STZ
$24.6B
| – | – |
-50
|
|
||
430
Viavi Solutions
VIAV
$2.91B
| – | – |
-93
|
|
||
431
Xperi
XPER
$306M
| – | – |
-46
|
|
||
|
OKLO
432
Oklo
OKLO
$24.1B
| – | – |
-30
|
|
||
|
MTTR
433
DELISTED
Matterport, Inc. Class A Common Stock
MTTR
| – | – |
-1,700
|
|