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
$188M
AUM Growth
+$8.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$4.34M
2
+$3.51M
3
+$3.19M
4
PR icon
Permian Resources
PR
+$2.37M
5
GS icon
Goldman Sachs
GS
+$438K

Top Sells

1
+$2.45M
2
+$1.8M
3
+$1.1M
4
META icon
Meta Platforms (Facebook)
META
+$926K
5
C icon
Citigroup
C
+$309K

Sector Composition

1 Financials 25.69%
2 Communication Services 21.82%
3 Consumer Discretionary 13.32%
4 Technology 6.37%
5 Industrials 4.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$14K 0.01%
88
127
$13K 0.01%
+100
128
$12K 0.01%
90
129
$12K 0.01%
100
130
$11K 0.01%
+300
131
$11K 0.01%
1,900
132
$10K 0.01%
20
+14
133
$10K 0.01%
250
134
$10K 0.01%
525
135
$9K ﹤0.01%
148
136
$9K ﹤0.01%
90
137
$9K ﹤0.01%
+125
138
$9K ﹤0.01%
325
+100
139
$9K ﹤0.01%
135
-698
140
$8K ﹤0.01%
123
141
$8K ﹤0.01%
133
142
$8K ﹤0.01%
68
143
$7K ﹤0.01%
150
144
$7K ﹤0.01%
+2,000
145
$6K ﹤0.01%
50
146
$6K ﹤0.01%
412
147
$6K ﹤0.01%
50
-30
148
$6K ﹤0.01%
100
-54
149
$6K ﹤0.01%
+50
150
$6K ﹤0.01%
+500
4 5
6
7 8