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
$172M
AUM Growth
+$7.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1
+$3.02M
2
+$2.27M
3
+$894K
4
BAC icon
Bank of America
BAC
+$596K
5
V icon
Visa
V
+$236K

Top Sells

1
+$6.19M
2
+$2.44M
3
+$601K
4
UAA icon
Under Armour
UAA
+$522K
5
LRCX icon
Lam Research
LRCX
+$489K

Sector Composition

1 Communication Services 27.59%
2 Financials 20.44%
3 Consumer Discretionary 12.75%
4 Industrials 5.74%
5 Technology 3.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$13K 0.01%
+1,150
127
$12K 0.01%
+88
128
$12K 0.01%
1,150
129
$11K 0.01%
330
130
$11K 0.01%
254
131
$11K 0.01%
+554
132
$10K 0.01%
+90
133
$10K 0.01%
250
134
$9K 0.01%
123
135
$9K 0.01%
525
136
$9K 0.01%
148
137
$9K 0.01%
154
138
$8K ﹤0.01%
6
+5
139
$8K ﹤0.01%
283
140
$8K ﹤0.01%
+554
141
$8K ﹤0.01%
500
142
$8K ﹤0.01%
68
143
$8K ﹤0.01%
+305
144
$8K ﹤0.01%
133
145
$7K ﹤0.01%
50
+40
146
$7K ﹤0.01%
225
+125
147
$7K ﹤0.01%
+250
148
$7K ﹤0.01%
+1,300
149
$6K ﹤0.01%
+133
150
$6K ﹤0.01%
30
4 5
6
7 8