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
176
$26.8K 0.03%
100
177
$26.8K 0.03%
100
-100
178
$26.4K 0.03%
700
179
$26.3K 0.03%
400
180
$25.5K 0.02%
352
181
$24.8K 0.02%
350
182
$24.3K 0.02%
394
+48
183
$24.3K 0.02%
1,250
-400
184
$23.9K 0.02%
44
185
$23.8K 0.02%
133
+124
186
$23.3K 0.02%
629
-600
187
$23.1K 0.02%
450
188
$23K 0.02%
870
189
$22.9K 0.02%
326
190
$22.8K 0.02%
619
191
$22.8K 0.02%
200
192
$22.8K 0.02%
+10,000
193
$22.7K 0.02%
800
194
$22.3K 0.02%
400
195
$22.1K 0.02%
500
196
$21.4K 0.02%
155
+1
197
$20.9K 0.02%
100
198
$20.7K 0.02%
1,203
199
$20.6K 0.02%
307
200
$20.4K 0.02%
77
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8
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