CWM
Catamount Wealth Management Portfolio holdings
AUM
$176M
This Quarter Return
-13.19%
1 Year Return
+15.01%
3 Year Return
+70.68%
5 Year Return
–
10 Year Return
–
AUM
$146M
AUM Growth
+$146M
(-30%)
Cap. Flow
-$48.9M
Cap. Flow
% of AUM
-33.38%
Top 10 Holdings %
Top 10 Hldgs %
73.35%
Holding
241
New
51
Increased
29
Reduced
46
Closed
35
Top Buys
| 1 |
Workday
WDAY
|
$4.56M |
| 2 |
lululemon athletica
LULU
|
$4.43M |
| 3 |
Edwards Lifesciences
EW
|
$3.84M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$3.39M |
| 5 |
Twilio
TWLO
|
$2.97M |
Top Sells
| 1 |
Amazon
AMZN
|
$8.19M |
| 2 |
Meta Platforms (Facebook)
META
|
$7.9M |
| 3 |
Goldman Sachs
GS
|
$7.14M |
| 4 |
Johnson & Johnson
JNJ
|
$6.52M |
| 5 |
Pfizer
PFE
|
$6.51M |
Sector Composition
| 1 | Financials | 25.28% |
| 2 | Communication Services | 22.21% |
| 3 | Consumer Discretionary | 9.76% |
| 4 | Technology | 5.69% |
| 5 | Healthcare | 4.6% |
