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
76
$143K 0.14%
577
+10
77
$142K 0.14%
178
78
$137K 0.13%
4,905
79
$134K 0.13%
3,979
-623
80
$133K 0.13%
2,380
-2,630
81
$130K 0.12%
300
82
$127K 0.12%
1,240
+250
83
$127K 0.12%
705
84
$124K 0.12%
600
85
$123K 0.12%
615
-500
86
$122K 0.12%
714
-130
87
$120K 0.11%
2,848
+24
88
$118K 0.11%
882
89
$118K 0.11%
+3,250
90
$117K 0.11%
376
+3
91
$115K 0.11%
576
92
$114K 0.11%
1,565
93
$113K 0.11%
2,490
+24
94
$111K 0.11%
1,000
95
$110K 0.11%
547
96
$107K 0.1%
209
-32
97
$105K 0.1%
10,457
-400
98
$97.9K 0.09%
700
99
$97K 0.09%
253
100
$97K 0.09%
885
+1
2 3
4
5 6