CWM
Cabot Wealth Management Portfolio holdings
AUM
$841M
This Quarter Return
+1.63%
1 Year Return
+16%
3 Year Return
+70.41%
5 Year Return
+122.28%
10 Year Return
+285.8%
AUM
$473M
AUM Growth
+$473M
(-0.17%)
Cap. Flow
+$721K
Cap. Flow
% of AUM
0.15%
Top 10 Holdings %
Top 10 Hldgs %
29.24%
Holding
137
New
10
Increased
39
Reduced
61
Closed
7
Top Buys
| 1 |
VanEck Gold Miners ETF
GDX
|
$2.7M |
| 2 |
Invesco Solar ETF
TAN
|
$2.61M |
| 3 |
KL
Kirkland Lake Gold Ltd Ordinary
KL
|
$1.96M |
| 4 |
HDFC Bank
HDB
|
$1.73M |
| 5 |
Match Group
MTCH
|
$1.68M |
Top Sells
| 1 |
PS
Pluralsight, Inc. Class A Common Stock
PS
|
$3.68M |
| 2 |
CDW
CDW
|
$3.49M |
| 3 |
Visa
V
|
$2.21M |
| 4 |
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% |
