CWM
Cabot Wealth Management Portfolio holdings
AUM
$841M
This Quarter Return
+24.01%
1 Year Return
+16%
3 Year Return
+70.41%
5 Year Return
+122.28%
10 Year Return
+285.8%
AUM
$501M
AUM Growth
+$501M
(+20%)
Cap. Flow
-$2.66M
Cap. Flow
% of AUM
-0.53%
Top 10 Holdings %
Top 10 Hldgs %
29.66%
Holding
139
New
22
Increased
50
Reduced
51
Closed
7
Top Buys
| 1 |
Hexcel
HXL
|
$5.96M |
| 2 |
iShares MBS ETF
MBB
|
$4.09M |
| 3 |
FedEx
FDX
|
$3.59M |
| 4 |
Generac Holdings
GNRC
|
$2.61M |
| 5 |
iShares MSCI USA Momentum Factor ETF
MTUM
|
$1.94M |
Top Sells
| 1 |
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
|
$5.8M |
| 2 |
RPM International
RPM
|
$4.71M |
| 3 |
Vanguard Extended Market ETF
VXF
|
$4.43M |
| 4 |
Schwab International Equity ETF
SCHF
|
$2.4M |
| 5 |
Mercado Libre
MELI
|
$2.35M |
Sector Composition
| 1 | Technology | 16.18% |
| 2 | Consumer Discretionary | 9.91% |
| 3 | Financials | 9.65% |
| 4 | Industrials | 8.49% |
| 5 | Communication Services | 7.8% |
