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
$86.6M
AUM Growth
+$189K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$3.54M
2
+$2.76M
3
+$1.97M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$958K
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$714K

Top Sells

1
+$3.33M
2
+$2.62M
3
+$2.3M
4
PANW icon
Palo Alto Networks
PANW
+$2.12M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$2.03M

Sector Composition

1 Communication Services 42.52%
2 Financials 24.21%
3 Healthcare 9.09%
4 Materials 2.12%
5 Consumer Staples 1.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
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205
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$19K 0.02%
300
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500
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$18K 0.02%
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400
82
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100
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600
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$14K 0.02%
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85
$14K 0.02%
400
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$14K 0.02%
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87
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88
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89
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360
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$12K 0.01%
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91
$11K 0.01%
254
92
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93
$11K 0.01%
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94
$11K 0.01%
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95
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$9K 0.01%
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$9K 0.01%
259
2 3
4
5 6