CWM

Catamount Wealth Management Portfolio holdings

AUM $176M
1-Year Est. Return 15.01%
This Quarter Est. Return
1 Year Est. Return
+15.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$105M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$23.6M
2
+$7.89M
3
+$6.55M
4
VZ icon
Verizon
VZ
+$5.06M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$4.88M

Top Sells

No sells this quarter

Sector Composition

1 Communication Services 35.98%
2 Financials 15.27%
3 Consumer Discretionary 8.77%
4 Industrials 7.83%
5 Healthcare 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$45K 0.04%
+1,100
52
$36K 0.03%
+710
53
$36K 0.03%
+234
54
$35K 0.03%
+1,000
55
$35K 0.03%
+1,060
56
$33K 0.03%
+454
57
$32K 0.03%
+339
58
$28K 0.03%
+10,000
59
$27K 0.03%
+844
60
$27K 0.03%
+301
61
$26K 0.02%
+395
62
$26K 0.02%
+478
63
$26K 0.02%
+483
64
$24K 0.02%
+595
65
$24K 0.02%
+532
66
$23K 0.02%
+294
67
$21K 0.02%
+300
68
$21K 0.02%
+200
69
$20K 0.02%
+400
70
$19K 0.02%
+187
71
$19K 0.02%
+136
72
$19K 0.02%
+300
73
$19K 0.02%
+600
74
$19K 0.02%
+584
75
$18K 0.02%
+182
1 2
3
4 5