CWM

Catamount Wealth Management Portfolio holdings

AUM $176M
1-Year Est. Return 15.01%
This Quarter Est. Return
1 Year Est. Return
+15.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$164M
AUM Growth
+$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1
+$5.51M
2
+$3.79M
3
+$3.07M
4
CSX icon
CSX Corp
CSX
+$2.34M
5
TSLA icon
Tesla
TSLA
+$2.23M

Top Sells

1
+$5.62M
2
+$3.21M
3
+$681K
4
IBM icon
IBM
IBM
+$269K
5
USB icon
US Bancorp
USB
+$262K

Sector Composition

1 Communication Services 29.62%
2 Financials 19.71%
3 Consumer Discretionary 12.86%
4 Industrials 5.31%
5 Technology 3.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$14K 0.01%
1,150
127
$12K 0.01%
578
128
$11K 0.01%
254
129
$11K 0.01%
40
-500
130
$10K 0.01%
148
131
$10K 0.01%
330
132
$10K 0.01%
254
133
$10K 0.01%
250
-100
134
$9K 0.01%
123
135
$8K ﹤0.01%
525
136
$8K ﹤0.01%
154
137
$8K ﹤0.01%
133
138
$8K ﹤0.01%
+500
139
$8K ﹤0.01%
68
140
$7K ﹤0.01%
283
141
$7K ﹤0.01%
+400
142
$6K ﹤0.01%
30
143
$5K ﹤0.01%
+85
144
$4K ﹤0.01%
42
145
$4K ﹤0.01%
150
146
$4K ﹤0.01%
88
147
$4K ﹤0.01%
25
148
$4K ﹤0.01%
140
149
$4K ﹤0.01%
35
150
$4K ﹤0.01%
50
4 5
6
7 8