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
126
$61.6K 0.06%
278
127
$61.5K 0.06%
300
128
$60K 0.06%
800
129
$58.9K 0.06%
604
130
$58.4K 0.06%
3,927
131
$56.5K 0.05%
2,228
+77
132
$56.2K 0.05%
455
133
$55.4K 0.05%
1,500
134
$55.2K 0.05%
600
135
$54.7K 0.05%
840
136
$52K 0.05%
827
-90
137
$51.9K 0.05%
1,487
-280
138
$51.7K 0.05%
464
139
$50.3K 0.05%
+2,300
140
$47.3K 0.05%
776
+21
141
$47.1K 0.04%
788
142
$46.4K 0.04%
450
143
$44.9K 0.04%
700
144
$44.3K 0.04%
163
145
$43.7K 0.04%
143
146
$43.5K 0.04%
200
147
$43K 0.04%
300
148
$42.9K 0.04%
200
149
$42.5K 0.04%
530
150
$42.2K 0.04%
366
4 5
6
7 8