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
151
$40.8K 0.04%
82
152
$38.9K 0.04%
2,500
153
$38.7K 0.04%
371
-12
154
$38.3K 0.04%
990
155
$37.3K 0.04%
140
156
$34.7K 0.03%
1,000
+500
157
$33.6K 0.03%
250
158
$33.6K 0.03%
2,940
+2,500
159
$33.2K 0.03%
463
+29
160
$31.9K 0.03%
273
161
$31.7K 0.03%
50
162
$31.7K 0.03%
105
163
$31.7K 0.03%
180
164
$31.4K 0.03%
550
165
$31.4K 0.03%
299
-21
166
$31.1K 0.03%
600
167
$30K 0.03%
460
168
$29.5K 0.03%
324
+150
169
$29.4K 0.03%
759
+201
170
$29.1K 0.03%
260
171
$28.7K 0.03%
880
172
$28K 0.03%
164
173
$27.5K 0.03%
50
174
$27.5K 0.03%
174
175
$27K 0.03%
393
5 6
7
8 9