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
$164M
AUM Growth
+$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1
+$5.51M
2
+$3.79M
3
+$3.07M
4
CSX icon
CSX Corp
CSX
+$2.34M
5
TSLA icon
Tesla
TSLA
+$2.23M

Top Sells

1
+$5.62M
2
+$3.21M
3
+$681K
4
IBM icon
IBM
IBM
+$269K
5
USB icon
US Bancorp
USB
+$262K

Sector Composition

1 Communication Services 29.62%
2 Financials 19.71%
3 Consumer Discretionary 12.86%
4 Industrials 5.31%
5 Technology 3.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$127K 0.08%
2,300
52
$117K 0.07%
1,420
53
$113K 0.07%
+1,700
54
$109K 0.07%
1,000
-1,000
55
$100K 0.06%
+1,500
56
$97K 0.06%
2,000
-300
57
$96K 0.06%
2,660
+400
58
$95K 0.06%
1,445
59
$94K 0.06%
2,175
60
$93K 0.06%
900
61
$92K 0.06%
628
-1,836
62
$90K 0.05%
7,308
63
$88K 0.05%
+2,600
64
$87K 0.05%
1,133
-300
65
$87K 0.05%
1,573
-300
66
$83K 0.05%
3,000
67
$81K 0.05%
763
68
$81K 0.05%
2,100
69
$73K 0.04%
731
70
$72K 0.04%
700
71
$71K 0.04%
600
72
$70K 0.04%
1,236
73
$69K 0.04%
490
74
$68K 0.04%
4,500
75
$68K 0.04%
451
1 2
3
4 5