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
$105M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$23.1M
2
+$7.72M
3
+$6.29M
4
VZ icon
Verizon
VZ
+$5.3M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$4.77M

Top Sells

No sells this quarter

Sector Composition

1 Communication Services 35.98%
2 Financials 15.27%
3 Consumer Discretionary 8.77%
4 Industrials 7.83%
5 Healthcare 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1K ﹤0.01%
+58
127
$1K ﹤0.01%
+25
128
$1K ﹤0.01%
+25
129
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0
130
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0
131
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132
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133
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134
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135
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136
$0 ﹤0.01%
+3
137
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138
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139
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140
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141
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142
$0 ﹤0.01%
+2
143
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144
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148
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149
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0
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