CWM

Cabot Wealth Management Portfolio holdings

AUM $905M
1-Year Est. Return 20.09%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$398M
AUM Growth
+$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$4.9M
2
+$4.54M
3
+$4.36M
4
AAPL icon
Apple
AAPL
+$3.03M
5
SBNY
Signature Bank
SBNY
+$1.97M

Top Sells

1
+$4.33M
2
+$3.69M
3
+$3.47M
4
GWRE icon
Guidewire Software
GWRE
+$2.7M
5
AMWD icon
American Woodmark
AMWD
+$2.69M

Sector Composition

1 Healthcare 12.7%
2 Financials 9.85%
3 Technology 9.29%
4 Consumer Discretionary 8.57%
5 Industrials 6.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
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152
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153
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-18,697
154
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-66,291
155
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-42,830
156
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157
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-5,631
158
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-5,992
159
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-1,772
160
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-186,539
3 4 5 6
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