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
$121M
AUM Growth
+$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$3.58M
2
+$3.19M
3
+$3.18M
4
NXPI icon
NXP Semiconductors
NXPI
+$2.76M
5
V icon
Visa
V
+$2.35M

Top Sells

1
+$2.54M
2
+$2.19M
3
+$1.66M
4
CPAY icon
Corpay
CPAY
+$1.62M
5
CVX icon
Chevron
CVX
+$1.21M

Sector Composition

1 Communication Services 29.2%
2 Financials 15.43%
3 Healthcare 14.93%
4 Technology 9.06%
5 Industrials 6.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$4K ﹤0.01%
+49
127
$4K ﹤0.01%
1,300
128
$3K ﹤0.01%
34
129
$3K ﹤0.01%
40
130
$3K ﹤0.01%
43
131
$3K ﹤0.01%
25
132
$3K ﹤0.01%
50
133
$3K ﹤0.01%
119
-4
134
$2K ﹤0.01%
25
135
$2K ﹤0.01%
65
136
$2K ﹤0.01%
+37
137
$2K ﹤0.01%
+39
138
$2K ﹤0.01%
100
139
$2K ﹤0.01%
400
140
$2K ﹤0.01%
+31
141
$2K ﹤0.01%
+41
142
$1K ﹤0.01%
70
143
$1K ﹤0.01%
46
144
$1K ﹤0.01%
+30
145
$1K ﹤0.01%
+15
146
$1K ﹤0.01%
+23
147
$1K ﹤0.01%
+46
148
$1K ﹤0.01%
+32
149
$1K ﹤0.01%
+14
150
$1K ﹤0.01%
+16
4 5
6
7 8