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
201
$19.8K 0.02%
700
-275
202
$19.6K 0.02%
450
-300
203
$19.5K 0.02%
138
204
$19.3K 0.02%
240
205
$19.3K 0.02%
78
206
$19.1K 0.02%
200
207
$19K 0.02%
750
208
$18.8K 0.02%
2,500
209
$18.7K 0.02%
800
210
$18.6K 0.02%
821
+18
211
$18.5K 0.02%
50
212
$18.3K 0.02%
711
213
$18.1K 0.02%
+200
214
$17.7K 0.02%
200
215
$17.6K 0.02%
200
216
$17.4K 0.02%
250
217
$17.3K 0.02%
900
218
$16.9K 0.02%
800
+300
219
$16.3K 0.02%
500
220
$15.8K 0.02%
96
221
$15.8K 0.02%
+250
222
$15.4K 0.01%
30
+3
223
$15.3K 0.01%
190
224
$15K 0.01%
+200
225
$15K 0.01%
197
-35
7 8
9
10 11