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
$110M
AUM Growth
+$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$2.88M
2
+$1.36M
3
+$1.21M
4
DAL icon
Delta Air Lines
DAL
+$900K
5
LNKD
LinkedIn Corporation
LNKD
+$754K

Top Sells

1
+$3.12M
2
+$2.92M
3
+$1.43M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$342K
5
MS icon
Morgan Stanley
MS
+$320K

Sector Composition

1 Communication Services 37.34%
2 Financials 22.66%
3 Consumer Discretionary 12.14%
4 Consumer Staples 4.8%
5 Healthcare 1.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$19K 0.02%
400
77
$18K 0.02%
600
-11
78
$18K 0.02%
300
79
$18K 0.02%
400
80
$18K 0.02%
+1,498
81
$17K 0.02%
500
82
$16K 0.01%
1,126
83
$16K 0.01%
382
-328
84
$15K 0.01%
+550
85
$14K 0.01%
+100
86
$13K 0.01%
128
-717
87
$12K 0.01%
254
88
$12K 0.01%
232
89
$12K 0.01%
+100
90
$11K 0.01%
150
91
$10K 0.01%
166
92
$10K 0.01%
+350
93
$10K 0.01%
100
94
$9K 0.01%
85
95
$8K 0.01%
103
96
$7K 0.01%
123
97
$7K 0.01%
120
98
$7K 0.01%
50
99
$7K 0.01%
200
100
$7K 0.01%
68
2 3
4
5 6