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
$411M
AUM Growth
+$5.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Sells

1 +$4.56M
2 +$4.51M
3 +$4.45M
4
SMOG icon
VanEck Low Carbon Energy ETF
SMOG
+$3.02M
5
TAN icon
Invesco Solar ETF
TAN
+$2.87M

Sector Composition

1 Healthcare 14.06%
2 Consumer Discretionary 10.53%
3 Financials 10.11%
4 Technology 8.59%
5 Industrials 8.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-31,748
152
-174,315
153
-56,023
154
-23,331
155
-40,483
156
-1,500