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
$146M
AUM Growth
-$62.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
241
New
Increased
Reduced
Closed

Top Buys

1 +$4.56M
2 +$4.43M
3 +$3.84M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.39M
5
TWLO icon
Twilio
TWLO
+$2.97M

Top Sells

1 +$8.19M
2 +$7.9M
3 +$7.14M
4
JNJ icon
Johnson & Johnson
JNJ
+$6.52M
5
PFE icon
Pfizer
PFE
+$6.51M

Sector Composition

1 Financials 25.28%
2 Communication Services 22.21%
3 Consumer Discretionary 9.76%
4 Technology 5.69%
5 Healthcare 4.6%