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
$105M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$23.6M
2
+$7.89M
3
+$6.55M
4
VZ icon
Verizon
VZ
+$5.06M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$4.88M

Top Sells

No sells this quarter

Sector Composition

1 Communication Services 35.98%
2 Financials 15.27%
3 Consumer Discretionary 8.77%
4 Industrials 7.83%
5 Healthcare 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$18K 0.02%
+176
77
$17K 0.02%
+400
78
$16K 0.02%
+500
79
$16K 0.02%
+500
80
$15K 0.01%
+400
81
$15K 0.01%
+272
82
$14K 0.01%
+150
83
$14K 0.01%
+293
84
$14K 0.01%
+116
85
$12K 0.01%
+203
86
$11K 0.01%
+81
87
$11K 0.01%
+700
88
$10K 0.01%
+185
89
$9K 0.01%
+215
90
$9K 0.01%
+200
91
$9K 0.01%
+150
92
$9K 0.01%
+259
93
$8K 0.01%
+100
94
$7K 0.01%
+240
95
$7K 0.01%
+100
96
$7K 0.01%
+123
97
$7K 0.01%
+120
98
$7K 0.01%
+283
99
$6K 0.01%
+85
100
$6K 0.01%
+146
2 3
4
5 6