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
101
$95.9K 0.09%
1,100
102
$93.3K 0.09%
166
103
$92.3K 0.09%
302
104
$91.4K 0.09%
1,244
105
$90.7K 0.09%
1,082
106
$85K 0.08%
1,844
107
$83.9K 0.08%
1,300
+900
108
$81.7K 0.08%
165
109
$81.3K 0.08%
728
110
$80.8K 0.08%
342
-33
111
$80.2K 0.08%
+2,550
112
$79.5K 0.08%
2,545
-617
113
$79.3K 0.08%
1,250
-100
114
$78.9K 0.08%
457
115
$76.6K 0.07%
1,300
116
$75.3K 0.07%
404
117
$75.1K 0.07%
487
+1
118
$73.4K 0.07%
1,520
-1,750
119
$72K 0.07%
1,012
120
$68.4K 0.07%
+1,690
121
$67.5K 0.06%
1,322
122
$64.1K 0.06%
500
123
$63.5K 0.06%
885
+4
124
$63.5K 0.06%
2,050
125
$63K 0.06%
704
3 4
5
6 7