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
$129M
AUM Growth
+$7.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$5.86M
2
+$2.66M
3
+$2.5M
4
JPM icon
JPMorgan Chase
JPM
+$2.02M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.95M

Top Sells

1
+$3.05M
2
+$2.24M
3
+$2.07M
4
BABA icon
Alibaba
BABA
+$2.04M
5
AAL icon
American Airlines Group
AAL
+$1.96M

Sector Composition

1 Communication Services 28.22%
2 Financials 18.74%
3 Technology 11.46%
4 Healthcare 11.35%
5 Consumer Discretionary 9.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$77K 0.06%
1,320
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52
$76K 0.06%
1,133
53
$76K 0.06%
1,820
54
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+2,000
55
$70K 0.05%
400
-300
56
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543
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57
$67K 0.05%
681
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58
$65K 0.05%
+500
59
$62K 0.05%
+2,100
60
$61K 0.05%
2,050
61
$60K 0.05%
1,500
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62
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63
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64
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65
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66
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67
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70
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72
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73
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649
74
$37K 0.03%
710
75
$37K 0.03%
454
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3
4 5