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
$188M
AUM Growth
+$8.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$4.34M
2
+$3.51M
3
+$3.19M
4
PR icon
Permian Resources
PR
+$2.37M
5
GS icon
Goldman Sachs
GS
+$438K

Top Sells

1
+$2.45M
2
+$1.8M
3
+$1.1M
4
META icon
Meta Platforms (Facebook)
META
+$926K
5
C icon
Citigroup
C
+$309K

Sector Composition

1 Financials 25.69%
2 Communication Services 21.82%
3 Consumer Discretionary 13.32%
4 Technology 6.37%
5 Industrials 4.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$54K 0.03%
1,242
77
$52K 0.03%
500
78
$50K 0.03%
800
79
$50K 0.03%
531
80
$49K 0.03%
1,200
81
$48K 0.03%
142
+72
82
$45K 0.02%
800
83
$40K 0.02%
420
84
$40K 0.02%
610
85
$39K 0.02%
500
86
$39K 0.02%
700
87
$38K 0.02%
650
88
$37K 0.02%
401
89
$35K 0.02%
114
90
$35K 0.02%
131
91
$34K 0.02%
2,064
92
$34K 0.02%
647
+2
93
$33K 0.02%
500
94
$33K 0.02%
575
95
$33K 0.02%
500
96
$31K 0.02%
595
97
$31K 0.02%
395
98
$31K 0.02%
750
99
$29K 0.02%
1,150
100
$28K 0.01%
1,236
2 3
4
5 6