CWM

Crowley Wealth Management Portfolio holdings

AUM $110M
This Quarter Est. Return
1 Year Est. Return
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 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
IBM icon
76
IBM
IBM
$262B
$143K 0.14%
577
+10
NOW icon
77
ServiceNow
NOW
$188B
$142K 0.14%
178
SCHD icon
78
Schwab US Dividend Equity ETF
SCHD
$70B
$137K 0.13%
4,905
LUV icon
79
Southwest Airlines
LUV
$17.6B
$134K 0.13%
3,979
-623
D icon
80
Dominion Energy
D
$51.7B
$133K 0.13%
2,380
-2,630
ELV icon
81
Elevance Health
ELV
$78.5B
$130K 0.12%
300
AMD icon
82
Advanced Micro Devices
AMD
$378B
$127K 0.12%
1,240
+250
TXN icon
83
Texas Instruments
TXN
$161B
$127K 0.12%
705
XLK icon
84
Technology Select Sector SPDR Fund
XLK
$93.7B
$124K 0.12%
600
IWM icon
85
iShares Russell 2000 ETF
IWM
$69.9B
$123K 0.12%
615
-500
BA icon
86
Boeing
BA
$161B
$122K 0.12%
714
-130
USB icon
87
US Bancorp
USB
$71.1B
$120K 0.11%
2,848
+24
DVY icon
88
iShares Select Dividend ETF
DVY
$20.6B
$118K 0.11%
882
AIQ icon
89
Global X Artificial Intelligence & Technology ETF
AIQ
$5.45B
$118K 0.11%
+3,250
ACN icon
90
Accenture
ACN
$148B
$117K 0.11%
376
+3
GE icon
91
GE Aerospace
GE
$318B
$115K 0.11%
576
UBER icon
92
Uber
UBER
$192B
$114K 0.11%
1,565
VZ icon
93
Verizon
VZ
$171B
$113K 0.11%
2,490
+24
NBIX icon
94
Neurocrine Biosciences
NBIX
$13.9B
$111K 0.11%
1,000
CEG icon
95
Constellation Energy
CEG
$121B
$110K 0.11%
547
NOC icon
96
Northrop Grumman
NOC
$85.1B
$107K 0.1%
209
-32
F icon
97
Ford
F
$47.4B
$105K 0.1%
10,457
-400
ORCL icon
98
Oracle
ORCL
$830B
$97.9K 0.09%
700
ADBE icon
99
Adobe
ADBE
$140B
$97K 0.09%
253
EMR icon
100
Emerson Electric
EMR
$72.8B
$97K 0.09%
885
+1