CWM
Catamount Wealth Management Portfolio holdings
AUM
$176M
This Quarter Return
+3.7%
1 Year Return
+15.01%
3 Year Return
+70.68%
5 Year Return
–
10 Year Return
–
AUM
$86.4M
AUM Growth
-$24.1M
(-22%)
Cap. Flow
-$25.9M
Cap. Flow
% of AUM
-29.96%
Top 10 Holdings %
Top 10 Hldgs %
80.39%
Holding
150
New
16
Increased
26
Reduced
26
Closed
10
Top Buys
| 1 |
PayPal
PYPL
|
$2.81M |
| 2 |
Apple
AAPL
|
$2.3M |
| 3 |
Palo Alto Networks
PANW
|
$2.12M |
| 4 |
DD
Du Pont De Nemours E I
DD
|
$1.04M |
| 5 |
Johnson & Johnson
JNJ
|
$608K |
Top Sells
| 1 |
Amazon
AMZN
|
$7.06M |
| 2 |
Starbucks
SBUX
|
$5.99M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$3.79M |
| 4 |
Invesco QQQ Trust
QQQ
|
$3.24M |
| 5 |
Meta Platforms (Facebook)
META
|
$3.06M |
Sector Composition
| 1 | Communication Services | 45.49% |
| 2 | Financials | 26.29% |
| 3 | Technology | 5.62% |
| 4 | Healthcare | 2.44% |
| 5 | Materials | 2.17% |
