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
$188M
AUM Growth
+$8.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$4.34M
2
+$3.51M
3
+$3.19M
4
PR icon
Permian Resources
PR
+$2.37M
5
GS icon
Goldman Sachs
GS
+$438K

Top Sells

1
+$2.45M
2
+$1.8M
3
+$1.1M
4
META icon
Meta Platforms (Facebook)
META
+$926K
5
C icon
Citigroup
C
+$309K

Sector Composition

1 Financials 25.69%
2 Communication Services 21.82%
3 Consumer Discretionary 13.32%
4 Technology 6.37%
5 Industrials 4.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$28K 0.01%
568
102
$27K 0.01%
984
+701
103
$27K 0.01%
605
104
$25K 0.01%
428
105
$25K 0.01%
+1,150
106
$24K 0.01%
+500
107
$23K 0.01%
136
+1
108
$23K 0.01%
100
109
$23K 0.01%
960
110
$21K 0.01%
194
111
$20K 0.01%
+200
112
$20K 0.01%
538
-8
113
$20K 0.01%
500
114
$20K 0.01%
400
+315
115
$20K 0.01%
1,498
116
$19K 0.01%
100
117
$19K 0.01%
400
118
$18K 0.01%
400
-350
119
$16K 0.01%
500
120
$16K 0.01%
280
-70
121
$16K 0.01%
166
-300
122
$15K 0.01%
254
123
$15K 0.01%
450
+225
124
$15K 0.01%
319
125
$14K 0.01%
330
3 4
5
6 7