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
51
$357K 0.34%
3,000
+14
52
$338K 0.32%
1,250
53
$305K 0.29%
1,330
-40
54
$283K 0.27%
3,229
-375
55
$278K 0.26%
2,480
56
$269K 0.26%
871
57
$266K 0.25%
1,397
-320
58
$256K 0.24%
1,457
+2
59
$255K 0.24%
1,523
+11
60
$254K 0.24%
3,156
61
$249K 0.24%
2,777
+20
62
$247K 0.23%
897
-86
63
$245K 0.23%
1,632
+13
64
$224K 0.21%
1,575
65
$224K 0.21%
480
66
$222K 0.21%
1,448
67
$217K 0.21%
1,155
+645
68
$210K 0.2%
2,280
-200
69
$206K 0.2%
4,930
+44
70
$185K 0.18%
836
71
$182K 0.17%
315
-116
72
$176K 0.17%
1,050
+310
73
$157K 0.15%
5,545
-1,000
74
$146K 0.14%
1,611
-108
75
$145K 0.14%
990
-144
1 2
3
4 5