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
$129M
AUM Growth
+$7.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1 +$5.86M
2 +$2.66M
3 +$2.5M
4
JPM icon
JPMorgan Chase
JPM
+$2.02M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.95M

Top Sells

1 +$3.05M
2 +$2.24M
3 +$2.07M
4
BABA icon
Alibaba
BABA
+$2.04M
5
AAL icon
American Airlines Group
AAL
+$1.96M

Sector Composition

1 Communication Services 28.22%
2 Financials 18.74%
3 Technology 11.46%
4 Healthcare 11.35%
5 Consumer Discretionary 9.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$36K 0.03%
+1,325
77
$32K 0.02%
1,000
78
$30K 0.02%
187
79
$28K 0.02%
832
-12
80
$28K 0.02%
8,000
-2,000
81
$25K 0.02%
595
82
$25K 0.02%
611
83
$25K 0.02%
261
84
$24K 0.02%
560
85
$24K 0.02%
+6,000
86
$23K 0.02%
220
-291
87
$23K 0.02%
532
88
$23K 0.02%
395
89
$22K 0.02%
294
90
$22K 0.02%
478
91
$22K 0.02%
600
92
$22K 0.02%
584
93
$20K 0.02%
157
94
$20K 0.02%
377
+105
95
$20K 0.02%
450
96
$20K 0.02%
500
97
$19K 0.01%
300
98
$19K 0.01%
300
99
$18K 0.01%
1,126
100
$18K 0.01%
136