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
$172M
AUM Growth
+$7.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1
+$3.02M
2
+$2.27M
3
+$894K
4
BAC icon
Bank of America
BAC
+$596K
5
V icon
Visa
V
+$236K

Top Sells

1
+$6.19M
2
+$2.44M
3
+$601K
4
UAA icon
Under Armour
UAA
+$522K
5
LRCX icon
Lam Research
LRCX
+$489K

Sector Composition

1 Communication Services 27.59%
2 Financials 20.44%
3 Consumer Discretionary 12.75%
4 Industrials 5.74%
5 Technology 3.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$54K 0.03%
6,000
77
$54K 0.03%
+1,000
78
$53K 0.03%
1,242
79
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800
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80
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81
$46K 0.03%
650
82
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83
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500
84
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295
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85
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466
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451
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114
88
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420
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90
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91
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97
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98
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500
100
$31K 0.02%
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2 3
4
5 6