CWM

Catamount Wealth Management Portfolio holdings

AUM $176M
1-Year Est. Return 15.01%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$123M
AUM Growth
+$6.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$4.09M
2
+$3.24M
3
+$2.05M
4
RTN
Raytheon Company
RTN
+$2.05M
5
FRC
First Republic Bank
FRC
+$1.69M

Top Sells

1
+$1.9M
2
+$1.76M
3
+$1.66M
4
META icon
Meta Platforms (Facebook)
META
+$892K
5
BAC icon
Bank of America
BAC
+$883K

Sector Composition

1 Communication Services 32.9%
2 Financials 20.46%
3 Consumer Discretionary 6.67%
4 Energy 5.02%
5 Healthcare 3.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$20K 0.02%
135
+113
102
$20K 0.02%
222
103
$20K 0.02%
194
104
$19K 0.02%
1,498
105
$18K 0.01%
1,126
106
$18K 0.01%
1,150
107
$16K 0.01%
600
108
$16K 0.01%
291
+266
109
$15K 0.01%
+305
110
$15K 0.01%
100
111
$15K 0.01%
578
+75
112
$14K 0.01%
360
113
$14K 0.01%
269
+200
114
$13K 0.01%
254
115
$12K 0.01%
+109
116
$12K 0.01%
175
117
$12K 0.01%
+132
118
$11K 0.01%
350
119
$11K 0.01%
259
120
$10K 0.01%
330
121
$9K 0.01%
103
122
$8K 0.01%
123
123
$8K 0.01%
+66
124
$8K 0.01%
133
125
$7K 0.01%
100
3 4
5
6 7