CWM
Catamount Wealth Management Portfolio holdings
AUM
$176M
1-Year Return
15.01%
This Quarter Return
+3.94%
1 Year Return
+15.01%
3 Year Return
+70.68%
5 Year Return
–
10 Year Return
–
AUM
$129M
AUM Growth
+$7.7M
(+6.3%)
Cap. Flow
+$6.05M
Cap. Flow
% of AUM
4.68%
Top 10 Holdings %
Top 10 Hldgs %
64.16%
Holding
217
New
37
Increased
25
Reduced
27
Closed
6
Top Buys
| 1 |
Amazon
AMZN
|
$5.86M |
| 2 |
Visa
V
|
$2.66M |
| 3 |
Skyworks Solutions
SWKS
|
$2.5M |
| 4 |
JPMorgan Chase
JPM
|
$2.02M |
| 5 |
Invesco QQQ Trust
QQQ
|
$1.95M |
Top Sells
| 1 |
Illumina
ILMN
|
$3.05M |
| 2 |
WFM
Whole Foods Market Inc
WFM
|
$2.24M |
| 3 |
Union Pacific
UNP
|
$2.07M |
| 4 |
Alibaba
BABA
|
$2.04M |
| 5 |
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% |
