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
$179M
AUM Growth
+$7.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$3.93M
2
+$2.84M
3
+$1.86M
4
BAC icon
Bank of America
BAC
+$1.52M
5
UL icon
Unilever
UL
+$1.27M

Top Sells

1
+$6.01M
2
+$3.43M
3
+$1.39M
4
T icon
AT&T
T
+$731K
5
JPM icon
JPMorgan Chase
JPM
+$241K

Sector Composition

1 Communication Services 26.85%
2 Financials 25.98%
3 Consumer Discretionary 10.1%
4 Industrials 4.49%
5 Consumer Staples 4.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$11K 0.01%
90
127
$11K 0.01%
250
128
$11K 0.01%
50
+20
129
$11K 0.01%
1,900
+600
130
$10K 0.01%
148
131
$10K 0.01%
254
132
$10K 0.01%
+90
133
$10K 0.01%
+85
134
$9K 0.01%
123
135
$9K 0.01%
525
136
$9K 0.01%
80
+65
137
$9K 0.01%
+48
138
$9K 0.01%
+62
139
$9K 0.01%
154
140
$9K 0.01%
133
141
$8K ﹤0.01%
412
-1,000
142
$8K ﹤0.01%
283
143
$8K ﹤0.01%
+160
144
$8K ﹤0.01%
68
145
$7K ﹤0.01%
225
+175
146
$7K ﹤0.01%
225
147
$7K ﹤0.01%
305
148
$7K ﹤0.01%
400
-750
149
$7K ﹤0.01%
+225
150
$7K ﹤0.01%
500
4 5
6
7 8