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
$209M
AUM Growth
+$1.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$6.57M
2
+$4.74M
3
+$499K
4
AMZN icon
Amazon
AMZN
+$411K
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$396K

Top Sells

1
+$8.74M
2
+$2.24M
3
+$543K
4
BAC icon
Bank of America
BAC
+$491K
5
GS icon
Goldman Sachs
GS
+$321K

Sector Composition

1 Financials 24.2%
2 Communication Services 19.5%
3 Consumer Discretionary 10.97%
4 Healthcare 8.22%
5 Technology 7.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$59K 0.03%
1,242
77
$56K 0.03%
1,000
78
$55K 0.03%
159
79
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500
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81
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1,000
82
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750
83
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84
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420
85
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650
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88
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89
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90
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534
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94
$36K 0.02%
610
95
$36K 0.02%
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96
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97
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99
$33K 0.02%
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100
$32K 0.02%
+65
2 3
4
5 6