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
$105M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$23.6M
2
+$7.89M
3
+$6.55M
4
VZ icon
Verizon
VZ
+$5.06M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$4.88M

Top Sells

No sells this quarter

Sector Composition

1 Communication Services 35.98%
2 Financials 15.27%
3 Consumer Discretionary 8.77%
4 Industrials 7.83%
5 Healthcare 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$5K ﹤0.01%
+64
102
$5K ﹤0.01%
+140
103
$5K ﹤0.01%
+78
104
$5K ﹤0.01%
+134
105
$4K ﹤0.01%
+88
106
$4K ﹤0.01%
+50
107
$4K ﹤0.01%
+35
108
$3K ﹤0.01%
+25
109
$3K ﹤0.01%
+34
110
$3K ﹤0.01%
+400
111
$3K ﹤0.01%
+40
112
$3K ﹤0.01%
+43
113
$3K ﹤0.01%
+25
114
$3K ﹤0.01%
+50
115
$3K ﹤0.01%
+123
116
$2K ﹤0.01%
+46
117
$2K ﹤0.01%
+1,300
118
$2K ﹤0.01%
+100
119
$2K ﹤0.01%
+25
120
$2K ﹤0.01%
+65
121
$2K ﹤0.01%
+20
122
$1K ﹤0.01%
+70
123
$1K ﹤0.01%
+15
124
$1K ﹤0.01%
+7
125
$1K ﹤0.01%
+500
2 3 4
5
6