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
$86.6M
AUM Growth
+$189K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$3.54M
2
+$2.76M
3
+$1.97M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$958K
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$714K

Top Sells

1
+$3.33M
2
+$2.62M
3
+$2.3M
4
PANW icon
Palo Alto Networks
PANW
+$2.12M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$2.03M

Sector Composition

1 Communication Services 42.52%
2 Financials 24.21%
3 Healthcare 9.09%
4 Materials 2.12%
5 Consumer Staples 1.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$8K 0.01%
108
102
$8K 0.01%
200
-156
103
$8K 0.01%
100
104
$7K 0.01%
+100
105
$7K 0.01%
120
106
$7K 0.01%
283
107
$7K 0.01%
+400
108
$7K 0.01%
73
109
$7K 0.01%
+133
110
$7K 0.01%
68
111
$7K 0.01%
275
112
$6K 0.01%
1,300
113
$6K 0.01%
115
114
$6K 0.01%
59
115
$5K 0.01%
136
116
$4K ﹤0.01%
35
117
$4K ﹤0.01%
50
-50
118
$4K ﹤0.01%
50
119
$4K ﹤0.01%
88
120
$4K ﹤0.01%
50
121
$4K ﹤0.01%
40
122
$3K ﹤0.01%
100
123
$3K ﹤0.01%
42
124
$3K ﹤0.01%
400
125
$2K ﹤0.01%
191
3 4
5
6 7