CWM
Cabot Wealth Management Portfolio holdings
AUM
$841M
This Quarter Return
+9.42%
1 Year Return
+16%
3 Year Return
+70.41%
5 Year Return
+122.28%
10 Year Return
+285.8%
AUM
$518M
AUM Growth
+$518M
(+9.4%)
Cap. Flow
+$3.75M
Cap. Flow
% of AUM
0.72%
Top 10 Holdings %
Top 10 Hldgs %
29.89%
Holding
136
New
6
Increased
44
Reduced
60
Closed
6
Top Buys
| 1 |
iShares MBS ETF
MBB
|
$3.08M |
| 2 |
Amgen
AMGN
|
$2.62M |
| 3 |
Omnicom Group
OMC
|
$2.45M |
| 4 |
FedEx
FDX
|
$2.15M |
| 5 |
Mercado Libre
MELI
|
$1.18M |
Top Sells
| 1 |
FRN
Invesco Frontier Markets ETF
FRN
|
$1.87M |
| 2 |
Yeti Holdings
YETI
|
$1.78M |
| 3 |
Guardant Health
GH
|
$1.66M |
| 4 |
Elastic
ESTC
|
$1.41M |
| 5 |
Universal Display
OLED
|
$1.1M |
Sector Composition
| 1 | Technology | 14.68% |
| 2 | Financials | 10.86% |
| 3 | Communication Services | 8.51% |
| 4 | Consumer Discretionary | 7.12% |
| 5 | Healthcare | 6.87% |
