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
$110M
AUM Growth
+$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$2.88M
2
+$1.36M
3
+$1.21M
4
DAL icon
Delta Air Lines
DAL
+$900K
5
LNKD
LinkedIn Corporation
LNKD
+$754K

Top Sells

1
+$3.12M
2
+$2.92M
3
+$1.43M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$342K
5
MS icon
Morgan Stanley
MS
+$320K

Sector Composition

1 Communication Services 37.34%
2 Financials 22.66%
3 Consumer Discretionary 12.14%
4 Consumer Staples 4.8%
5 Healthcare 1.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$6K 0.01%
283
102
$6K 0.01%
136
103
$6K 0.01%
+59
104
$6K 0.01%
100
105
$6K 0.01%
259
106
$5K ﹤0.01%
+40
107
$5K ﹤0.01%
+115
108
$5K ﹤0.01%
134
109
$4K ﹤0.01%
1,300
110
$4K ﹤0.01%
30
-125
111
$4K ﹤0.01%
88
112
$3K ﹤0.01%
42
-30
113
$3K ﹤0.01%
50
114
$3K ﹤0.01%
35
115
$3K ﹤0.01%
50
116
$2K ﹤0.01%
50
117
$2K ﹤0.01%
400
118
$2K ﹤0.01%
25
119
$2K ﹤0.01%
135
120
$2K ﹤0.01%
119
121
$1K ﹤0.01%
46
122
$1K ﹤0.01%
26
123
$1K ﹤0.01%
40
124
$1K ﹤0.01%
+30
125
$1K ﹤0.01%
58
3 4
5
6 7