CWM

Cabot Wealth Management Portfolio holdings

AUM $902M
1-Year Est. Return 16.74%
This Quarter Est. Return
1 Year Est. Return
+16.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$633M
AUM Growth
+$40.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$9.68M
3
+$9.61M
4
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$8.31M
5
AMT icon
American Tower
AMT
+$5.45M

Top Sells

1
+$12M
2
+$11.5M
3
+$8.23M
4
CHKP icon
Check Point Software Technologies
CHKP
+$7.98M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$4.71M

Sector Composition

1 Technology 14.8%
2 Financials 13.23%
3 Consumer Discretionary 10.24%
4 Industrials 8.39%
5 Communication Services 8.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-9,950
152
– –
-7,342
153
– –
-93,982
154
– –
-121,901
155
– –
-8,601
3 4 5 6
7