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
$188M
AUM Growth
+$8.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$4.34M
2
+$3.51M
3
+$3.19M
4
PR icon
Permian Resources
PR
+$2.37M
5
GS icon
Goldman Sachs
GS
+$438K

Top Sells

1
+$2.45M
2
+$1.8M
3
+$1.1M
4
META icon
Meta Platforms (Facebook)
META
+$926K
5
C icon
Citigroup
C
+$309K

Sector Composition

1 Financials 25.69%
2 Communication Services 21.82%
3 Consumer Discretionary 13.32%
4 Technology 6.37%
5 Industrials 4.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$120K 0.06%
2,000
52
$116K 0.06%
3,100
53
$110K 0.06%
1,450
-110
54
$110K 0.06%
1,100
-90
55
$109K 0.06%
2,175
56
$106K 0.06%
490
57
$104K 0.06%
+2,000
58
$102K 0.05%
601
59
$92K 0.05%
628
60
$84K 0.04%
7,308
61
$82K 0.04%
3,000
62
$79K 0.04%
700
63
$79K 0.04%
618
+1
64
$77K 0.04%
763
65
$76K 0.04%
1,133
66
$76K 0.04%
1,500
67
$75K 0.04%
1,100
68
$74K 0.04%
950
+250
69
$69K 0.04%
722
70
$69K 0.04%
6,000
71
$66K 0.04%
4,500
72
$60K 0.03%
2,103
+1
73
$58K 0.03%
1,000
74
$55K 0.03%
407
-41
75
$54K 0.03%
750
1 2
3
4 5