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
$110M
AUM Growth
+$4.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
429
New
Increased
Reduced
Closed

Top Buys

1
+$269K
2
+$209K
3
+$195K
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$192K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$174K

Top Sells

1
+$892K
2
+$579K
3
+$415K
4
UPS icon
United Parcel Service
UPS
+$352K
5
JPM icon
JPMorgan Chase
JPM
+$181K

Sector Composition

1 Technology 16.77%
2 Consumer Discretionary 15.88%
3 Healthcare 15.29%
4 Financials 9.77%
5 Industrials 9.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ARTY
76
iShares Future AI & Tech ETF
ARTY
$1.65B
$185K 0.17%
4,380
+1,830
NOW icon
77
ServiceNow
NOW
$179B
$183K 0.17%
178
BA icon
78
Boeing
BA
$148B
$168K 0.15%
802
+88
SCHD icon
79
Schwab US Dividend Equity ETF
SCHD
$69.9B
$163K 0.15%
6,160
+1,255
IBM icon
80
IBM
IBM
$286B
$162K 0.15%
550
-27
IGPT icon
81
Invesco AI and Next Gen Software ETF
IGPT
$605M
$160K 0.15%
3,160
+1,470
ORCL icon
82
Oracle
ORCL
$682B
$153K 0.14%
700
XLK icon
83
Technology Select Sector SPDR Fund
XLK
$94.7B
$152K 0.14%
600
D icon
84
Dominion Energy
D
$52.6B
$150K 0.14%
2,450
+70
SCCO icon
85
Southern Copper
SCCO
$111B
$149K 0.14%
1,492
-105
MMM icon
86
3M
MMM
$87.6B
$149K 0.14%
978
-12
GE icon
87
GE Aerospace
GE
$324B
$148K 0.13%
576
TXN icon
88
Texas Instruments
TXN
$146B
$146K 0.13%
705
UBER icon
89
Uber
UBER
$191B
$146K 0.13%
1,565
FI icon
90
Fiserv
FI
$34.3B
$144K 0.13%
836
T icon
91
AT&T
T
$176B
$143K 0.13%
4,945
-600
EXC icon
92
Exelon
EXC
$46.6B
$139K 0.13%
2,964
+1,120
BAI
93
iShares A.I. Innovation and Tech Active ETF
BAI
$5.37B
$136K 0.12%
4,700
+2,400
IWM icon
94
iShares Russell 2000 ETF
IWM
$69.3B
$133K 0.12%
615
LUV icon
95
Southwest Airlines
LUV
$16.8B
$129K 0.12%
3,981
+2
NOC icon
96
Northrop Grumman
NOC
$81.2B
$128K 0.12%
256
+47
NBIX icon
97
Neurocrine Biosciences
NBIX
$15.2B
$126K 0.11%
1,000
DVY icon
98
iShares Select Dividend ETF
DVY
$20.6B
$122K 0.11%
920
+38
EMR icon
99
Emerson Electric
EMR
$72.9B
$118K 0.11%
885
ELV icon
100
Elevance Health
ELV
$70.6B
$117K 0.11%
300
2 3
4
5 6