CWM
Cabot Wealth Management Portfolio holdings
AUM
$841M
1-Year Return
16%
This Quarter Return
+3.45%
1 Year Return
+16%
3 Year Return
+70.41%
5 Year Return
+122.28%
10 Year Return
+285.8%
AUM
$291M
AUM Growth
–
Cap. Flow
+$291M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
16.91%
Holding
175
New
175
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
WisdomTree Emerging Markets High Dividend Fund
DEM
|
$5.76M |
| 2 |
Home Depot
HD
|
$5.74M |
| 3 |
Visa
V
|
$5.57M |
| 4 |
iShares MSCI Emerging Markets ETF
EEM
|
$5.56M |
| 5 |
Exxon Mobil
XOM
|
$4.99M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 10.45% |
| 2 | Consumer Discretionary | 9.39% |
| 3 | Healthcare | 7% |
| 4 | Financials | 6.53% |
| 5 | Energy | 6% |
