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
$334M
AUM Growth
+$43.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$3.84M
2
+$3.56M
3
+$3.49M
4
JPM icon
JPMorgan Chase
JPM
+$3.46M
5
NVO icon
Novo Nordisk
NVO
+$3.25M

Top Sells

1
+$4.24M
2
+$3.08M
3
+$2.82M
4
IYC icon
iShares US Consumer Discretionary ETF
IYC
+$2.6M
5
ONXX
ONYX PHARMACEUTICALS INC
ONXX
+$2.3M

Sector Composition

1 Technology 11.62%
2 Consumer Discretionary 10.35%
3 Healthcare 9.95%
4 Financials 7.62%
5 Energy 4.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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190
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191
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4 5 6 7
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