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
$123M
AUM Growth
+$6.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$4.09M
2
+$3.24M
3
+$2.05M
4
RTN
Raytheon Company
RTN
+$2.05M
5
FRC
First Republic Bank
FRC
+$1.69M

Top Sells

1
+$1.9M
2
+$1.76M
3
+$1.66M
4
META icon
Meta Platforms (Facebook)
META
+$892K
5
BAC icon
Bank of America
BAC
+$883K

Sector Composition

1 Communication Services 32.9%
2 Financials 20.46%
3 Consumer Discretionary 6.67%
4 Energy 5.02%
5 Healthcare 3.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$7K 0.01%
283
127
$7K 0.01%
+152
128
$7K 0.01%
68
129
$7K 0.01%
100
-38
130
$6K ﹤0.01%
1,300
131
$6K ﹤0.01%
+160
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$6K ﹤0.01%
+57
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$6K ﹤0.01%
+50
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59
135
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+20
136
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140
137
$5K ﹤0.01%
39
+4
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$4K ﹤0.01%
+25
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$4K ﹤0.01%
36
140
$4K ﹤0.01%
59
141
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+205
142
$4K ﹤0.01%
50
143
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50
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+75
145
$4K ﹤0.01%
88
146
$4K ﹤0.01%
400
147
$4K ﹤0.01%
45
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$3K ﹤0.01%
+150
149
$3K ﹤0.01%
42
150
$3K ﹤0.01%
63
4 5
6
7 8