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
$207M
AUM Growth
+$19.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1
+$6.46M
2
+$2.71M
3
+$1.72M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.64M
5
GS icon
Goldman Sachs
GS
+$924K

Top Sells

1
+$3.37M
2
+$3.19M
3
+$2.1M
4
ATVI
Activision Blizzard
ATVI
+$2.07M
5
META icon
Meta Platforms (Facebook)
META
+$1.52M

Sector Composition

1 Financials 24.82%
2 Communication Services 21.4%
3 Consumer Discretionary 15.02%
4 Technology 7.19%
5 Industrials 4.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
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1,000
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77
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500
78
$51K 0.02%
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99
$30K 0.01%
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100
$30K 0.01%
984
2 3
4
5 6