CWM

Cabot Wealth Management Portfolio holdings

AUM $869M
1-Year Est. Return 16.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$391M
AUM Growth
+$29.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1 +$5.02M
2 +$3.99M
3 +$3.71M
4
GILD icon
Gilead Sciences
GILD
+$2.95M
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$2.74M

Top Sells

1 +$3.98M
2 +$3.3M
3 +$2.75M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$2.75M
5
PYPL icon
PayPal
PYPL
+$2.45M

Sector Composition

1 Healthcare 16.19%
2 Financials 13.41%
3 Consumer Discretionary 11.88%
4 Technology 9.69%
5 Communication Services 5.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-54,506
152
-3,963