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
$164M
AUM Growth
+$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1
+$4.83M
2
+$3.62M
3
+$2.94M
4
CRM icon
Salesforce
CRM
+$2.21M
5
CSX icon
CSX Corp
CSX
+$2.2M

Top Sells

1
+$5.32M
2
+$2.82M
3
+$675K
4
IBM icon
IBM
IBM
+$277K
5
USB icon
US Bancorp
USB
+$260K

Sector Composition

1 Communication Services 29.62%
2 Financials 19.71%
3 Consumer Discretionary 12.86%
4 Industrials 5.31%
5 Technology 3.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$32K 0.02%
750
102
$32K 0.02%
395
103
$30K 0.02%
500
104
$30K 0.02%
595
105
$30K 0.02%
584
106
$26K 0.02%
428
107
$25K 0.02%
500
-4,425
108
$25K 0.02%
210
109
$24K 0.01%
960
110
$24K 0.01%
100
111
$23K 0.01%
676
112
$23K 0.01%
200
113
$21K 0.01%
266
114
$20K 0.01%
115
-21
115
$20K 0.01%
600
116
$20K 0.01%
194
117
$20K 0.01%
500
118
$20K 0.01%
2,000
119
$19K 0.01%
100
120
$19K 0.01%
360
121
$19K 0.01%
720
-2,180
122
$19K 0.01%
1,498
123
$18K 0.01%
592
-211
124
$16K 0.01%
+100
125
$16K 0.01%
400
3 4
5
6 7