CWM
Catamount Wealth Management Portfolio holdings
AUM
$176M
This Quarter Return
+6.2%
1 Year Return
+15.01%
3 Year Return
+70.68%
5 Year Return
–
10 Year Return
–
AUM
$117M
AUM Growth
+$117M
(+35%)
Cap. Flow
+$26.8M
Cap. Flow
% of AUM
22.94%
Top 10 Holdings %
Top 10 Hldgs %
73.12%
Holding
179
New
34
Increased
39
Reduced
17
Closed
15
Top Buys
| 1 |
Amazon
AMZN
|
$5.32M |
| 2 |
Under Armour
UAA
|
$3.45M |
| 3 |
CELG
Celgene Corp
CELG
|
$3.11M |
| 4 |
Chevron
CVX
|
$2.82M |
| 5 |
Invesco QQQ Trust
QQQ
|
$2.6M |
Top Sells
| 1 |
Bristol-Myers Squibb
BMY
|
$2.69M |
| 2 |
DD
Du Pont De Nemours E I
DD
|
$1.35M |
| 3 |
Teva Pharmaceuticals
TEVA
|
$607K |
| 4 |
Delta Air Lines
DAL
|
$445K |
| 5 |
Dominion Energy
D
|
$353K |
Sector Composition
| 1 | Communication Services | 34.77% |
| 2 | Financials | 20.62% |
| 3 | Consumer Discretionary | 8.38% |
| 4 | Healthcare | 7.5% |
| 5 | Energy | 4.17% |
