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
$100M
AUM Growth
-$29.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1
+$4.06M
2
+$1.47M
3
+$495K
4
DD
Du Pont De Nemours E I
DD
+$343K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$272K

Top Sells

1
+$7.31M
2
+$4.51M
3
+$4.13M
4
CMCSA icon
Comcast
CMCSA
+$3.73M
5
MCK icon
McKesson
MCK
+$3.39M

Sector Composition

1 Communication Services 37.61%
2 Financials 23.36%
3 Consumer Discretionary 14.93%
4 Consumer Staples 2.28%
5 Healthcare 1.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2K ﹤0.01%
+135
127
$2K ﹤0.01%
119
128
$1K ﹤0.01%
25
129
$1K ﹤0.01%
70
130
$1K ﹤0.01%
46
131
$1K ﹤0.01%
7
132
$1K ﹤0.01%
26
133
$1K ﹤0.01%
40
134
$1K ﹤0.01%
15
135
$1K ﹤0.01%
58
136
– –
-2,720
137
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138
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-2,050
139
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-11
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150
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4 5
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7 8