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
$110M
AUM Growth
+$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$2.88M
2
+$1.36M
3
+$1.21M
4
DAL icon
Delta Air Lines
DAL
+$900K
5
LNKD
LinkedIn Corporation
LNKD
+$754K

Top Sells

1
+$3.12M
2
+$2.92M
3
+$1.43M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$342K
5
MS icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$48K 0.04%
747
-161
52
$45K 0.04%
1,000
-1,400
53
$43K 0.04%
1,000
-820
54
$43K 0.04%
234
55
$41K 0.04%
400
56
$38K 0.03%
487
57
$38K 0.03%
334
58
$34K 0.03%
1,000
59
$34K 0.03%
420
-34
60
$29K 0.03%
8,000
61
$29K 0.03%
750
62
$29K 0.03%
291
63
$27K 0.02%
187
64
$26K 0.02%
1,000
65
$25K 0.02%
595
66
$25K 0.02%
395
67
$25K 0.02%
600
68
$24K 0.02%
+500
69
$23K 0.02%
261
70
$22K 0.02%
832
71
$22K 0.02%
136
72
$22K 0.02%
428
73
$20K 0.02%
200
74
$20K 0.02%
500
75
$19K 0.02%
377
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3
4 5