CWM
Cabot Wealth Management Portfolio holdings
AUM
$841M
1-Year Return
16%
This Quarter Return
+0.25%
1 Year Return
+16%
3 Year Return
+70.41%
5 Year Return
+122.28%
10 Year Return
+285.8%
AUM
$447M
AUM Growth
-$15.2M
(-3.3%)
Cap. Flow
-$13.3M
Cap. Flow
% of AUM
-2.97%
Top 10 Holdings %
Top 10 Hldgs %
30.07%
Holding
141
New
8
Increased
39
Reduced
61
Closed
14
Top Buys
| 1 |
ServiceNow
NOW
|
$2.07M |
| 2 |
Kraneshares MSCI One Belt One Road Index ETF
OBOR
|
$1.99M |
| 3 |
First Solar
FSLR
|
$1.67M |
| 4 |
WTPI
WisdomTree Equity Premium Income Fund
WTPI
|
$1.09M |
| 5 |
Schwab International Equity ETF
SCHF
|
$1.06M |
Top Sells
| 1 |
Exxon Mobil
XOM
|
$3.71M |
| 2 |
Invesco Solar ETF
TAN
|
$2.3M |
| 3 |
Microchip Technology
MCHP
|
$2.19M |
| 4 |
FRN
Invesco Frontier Markets ETF
FRN
|
$1.91M |
| 5 |
VanEck Low Carbon Energy ETF
SMOG
|
$1.84M |
Sector Composition
| 1 | Financials | 10.91% |
| 2 | Technology | 10.62% |
| 3 | Consumer Discretionary | 7.82% |
| 4 | Communication Services | 6.58% |
| 5 | Healthcare | 5.85% |
