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
$129M
AUM Growth
+$7.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$5.86M
2
+$2.66M
3
+$2.5M
4
JPM icon
JPMorgan Chase
JPM
+$2.02M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.95M

Top Sells

1
+$3.05M
2
+$2.24M
3
+$2.07M
4
BABA icon
Alibaba
BABA
+$2.04M
5
AAL icon
American Airlines Group
AAL
+$1.96M

Sector Composition

1 Communication Services 28.22%
2 Financials 18.74%
3 Technology 11.46%
4 Healthcare 11.35%
5 Consumer Discretionary 9.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$4K ﹤0.01%
88
152
$4K ﹤0.01%
400
153
$4K ﹤0.01%
+333
154
$4K ﹤0.01%
100
-55,910
155
$3K ﹤0.01%
34
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+355
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40
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25
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50
161
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162
$3K ﹤0.01%
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$3K ﹤0.01%
2,000
+1,500
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$2K ﹤0.01%
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$2K ﹤0.01%
25
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31
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170
$2K ﹤0.01%
100
171
$2K ﹤0.01%
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172
$1K ﹤0.01%
70
173
$1K ﹤0.01%
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174
$1K ﹤0.01%
30
175
$1K ﹤0.01%
15
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8 9