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
$121M
AUM Growth
+$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$3.58M
2
+$3.19M
3
+$3.18M
4
NXPI icon
NXP Semiconductors
NXPI
+$2.76M
5
V icon
Visa
V
+$2.35M

Top Sells

1
+$2.54M
2
+$2.19M
3
+$1.66M
4
CPAY icon
Corpay
CPAY
+$1.62M
5
CVX icon
Chevron
CVX
+$1.21M

Sector Composition

1 Communication Services 29.2%
2 Financials 15.43%
3 Healthcare 14.93%
4 Technology 9.06%
5 Industrials 6.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1K ﹤0.01%
+11
152
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+22
153
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+25
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+12
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58
157
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7
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500
166
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25
167
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0
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$0 ﹤0.01%
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170
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172
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0
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$0 ﹤0.01%
2
175
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0
5 6
7
8 9