CWM

Cabot Wealth Management Portfolio holdings

AUM $841M
1-Year Est. Return 16%
This Quarter Est. Return
1 Year Est. Return
+16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$473M
AUM Growth
-$822K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$2.7M
2
+$2.61M
3
+$1.96M
4
HDB icon
HDFC Bank
HDB
+$1.73M
5
MTCH icon
Match Group
MTCH
+$1.68M

Top Sells

1
+$3.68M
2
+$3.49M
3
+$2.21M
4
NFLX icon
Netflix
NFLX
+$2.21M
5
FM
iShares Frontier and Select EM ETF
FM
+$2.02M

Sector Composition

1 Technology 14.26%
2 Financials 10.71%
3 Communication Services 8.17%
4 Consumer Discretionary 7.5%
5 Healthcare 6.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.43M 0.73%
23,122
-166
52
$3M 0.63%
11,800
-795
53
$2.96M 0.62%
9,901
-94
54
$2.95M 0.62%
60,148
-3,010
55
$2.88M 0.61%
44,188
-646
56
$2.87M 0.61%
10,385
-67
57
$2.83M 0.6%
39,829
-357
58
$2.7M 0.57%
+100,987
59
$2.61M 0.55%
+88,864
60
$2.55M 0.54%
31,408
-312
61
$2.46M 0.52%
18,962
-105
62
$2.37M 0.5%
20,615
-250
63
$1.96M 0.42%
+43,841
64
$1.87M 0.39%
137,145
+1,833
65
$1.78M 0.38%
114,299
+10,766
66
$1.78M 0.38%
63,690
-441
67
$1.69M 0.36%
54,829
+171
68
$1.68M 0.36%
+23,517
69
$1.66M 0.35%
26,003
-245
70
$1.66M 0.35%
95,212
-100
71
$1.65M 0.35%
51,971
+234
72
$1.53M 0.32%
25,120
-340
73
$1.41M 0.3%
17,134
+39
74
$1.37M 0.29%
9,372
-617
75
$1.36M 0.29%
115,278
-378
1 2
3
4 5