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
$179M
AUM Growth
+$7.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$3.93M
2
+$2.84M
3
+$1.86M
4
BAC icon
Bank of America
BAC
+$1.52M
5
UL icon
Unilever
UL
+$1.27M

Top Sells

1
+$6.01M
2
+$3.43M
3
+$1.39M
4
T icon
AT&T
T
+$731K
5
JPM icon
JPMorgan Chase
JPM
+$241K

Sector Composition

1 Communication Services 26.85%
2 Financials 25.98%
3 Consumer Discretionary 10.1%
4 Industrials 4.49%
5 Consumer Staples 4.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$56K 0.03%
1,236
77
$56K 0.03%
1,242
78
$52K 0.03%
+500
79
$49K 0.03%
531
-200
80
$47K 0.03%
1,200
81
$46K 0.03%
650
82
$45K 0.03%
466
83
$45K 0.03%
800
84
$42K 0.02%
500
85
$42K 0.02%
420
86
$40K 0.02%
401
-50
87
$39K 0.02%
+610
88
$38K 0.02%
2,064
89
$38K 0.02%
114
90
$37K 0.02%
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91
$36K 0.02%
750
92
$36K 0.02%
+500
93
$35K 0.02%
+131
94
$35K 0.02%
645
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95
$35K 0.02%
405
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96
$34K 0.02%
395
97
$33K 0.02%
750
-1,000
98
$32K 0.02%
500
99
$32K 0.02%
595
100
$32K 0.02%
750
2 3
4
5 6