CWM

Cabot Wealth Management Portfolio holdings

AUM $841M
1-Year Est. Return 16%
This Quarter Est. Return
1 Year Est. Return
+16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$380M
AUM Growth
-$1.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$4.33M
2
+$3.67M
3
+$3.39M
4
HDB icon
HDFC Bank
HDB
+$2.84M
5
QCOM icon
Qualcomm
QCOM
+$2.83M

Top Sells

1
+$4.3M
2
+$4M
3
+$3.65M
4
PKW icon
Invesco BuyBack Achievers ETF
PKW
+$3.34M
5
RH icon
RH
RH
+$3.32M

Sector Composition

1 Healthcare 12.79%
2 Technology 10.56%
3 Financials 9.87%
4 Consumer Discretionary 8.51%
5 Industrials 4.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-14,596
152
– –
-68,749
153
– –
-43,670
154
– –
-49,321
155
– –
-8,006
156
– –
-19,193
157
– –
-39,892
158
– –
-54,183
159
– –
-11,539
3 4 5 6
7