CWM
Catamount Wealth Management Portfolio holdings
AUM
$176M
This Quarter Return
+11.73%
1 Year Return
+15.01%
3 Year Return
+70.68%
5 Year Return
–
10 Year Return
–
AUM
$110M
AUM Growth
+$110M
(+11%)
Cap. Flow
-$63.9K
Cap. Flow
% of AUM
-0.06%
Top 10 Holdings %
Top 10 Hldgs %
78.89%
Holding
172
New
14
Increased
13
Reduced
27
Closed
22
Top Buys
| 1 |
Monster Beverage
MNST
|
$2.88M |
| 2 |
Starbucks
SBUX
|
$1.36M |
| 3 |
Qualcomm
QCOM
|
$1.21M |
| 4 |
Delta Air Lines
DAL
|
$900K |
| 5 |
LNKD
LinkedIn Corporation
LNKD
|
$754K |
Top Sells
| 1 |
Under Armour
UAA
|
$3.12M |
| 2 |
Meta Platforms (Facebook)
META
|
$2.92M |
| 3 |
Amazon
AMZN
|
$1.43M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$342K |
| 5 |
Morgan Stanley
MS
|
$320K |
Sector Composition
| 1 | Communication Services | 37.34% |
| 2 | Financials | 22.66% |
| 3 | Consumer Discretionary | 12.14% |
| 4 | Consumer Staples | 4.8% |
| 5 | Healthcare | 1.54% |
