CWM
Catamount Wealth Management Portfolio holdings
AUM
$176M
This Quarter Return
+5.56%
1 Year Return
+15.01%
3 Year Return
+70.68%
5 Year Return
–
10 Year Return
–
AUM
$105M
AUM Growth
–
Cap. Flow
+$105M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
64.55%
Holding
149
New
130
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Meta Platforms (Facebook)
META
|
$23.6M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$7.89M |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
$6.55M |
| 4 |
Verizon
VZ
|
$5.06M |
| 5 |
Invesco QQQ Trust
QQQ
|
$4.88M |
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% |
