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
26
$862K 0.82%
2,750
-240
27
$839K 0.8%
13,588
-1,526
28
$766K 0.73%
1,631
+3
29
$747K 0.71%
6,754
-900
30
$725K 0.69%
5,295
-880
31
$630K 0.6%
8,889
-1,103
32
$628K 0.6%
2,180
-150
33
$624K 0.59%
6,945
-1,563
34
$609K 0.58%
2,234
35
$606K 0.58%
5,350
-1,490
36
$600K 0.57%
2,590
-400
37
$591K 0.56%
10,136
-751
38
$584K 0.56%
5,390
+1,063
39
$580K 0.55%
3,494
+16
40
$490K 0.47%
1,570
+5
41
$481K 0.46%
4,400
-140
42
$472K 0.45%
2,769
-64
43
$457K 0.44%
2,159
+11
44
$413K 0.39%
2,131
+20
45
$409K 0.39%
432
+3
46
$392K 0.37%
2,532
+36
47
$381K 0.36%
4,090
+150
48
$377K 0.36%
457
49
$377K 0.36%
1,142
-120
50
$376K 0.36%
841
-199
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