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

Top Buys

1
+$5.64M
2
+$2.69M
3
+$2.43M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.98M
5
JPM icon
JPMorgan Chase
JPM
+$1.94M

Top Sells

1
+$3.05M
2
+$2.5M
3
+$2.26M
4
AAL icon
American Airlines Group
AAL
+$2.23M
5
BABA icon
Alibaba
BABA
+$2.04M

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%
35
152
$4K ﹤0.01%
+75
153
$4K ﹤0.01%
+333
154
$4K ﹤0.01%
100
-55,910
155
$3K ﹤0.01%
34
156
$3K ﹤0.01%
+355
157
$3K ﹤0.01%
40
158
$3K ﹤0.01%
25
159
$3K ﹤0.01%
+100
160
$3K ﹤0.01%
+230
161
$3K ﹤0.01%
119
162
$3K ﹤0.01%
2,000
+1,500
163
$3K ﹤0.01%
50
164
$2K ﹤0.01%
39
165
$2K ﹤0.01%
100
166
$2K ﹤0.01%
+50
167
$2K ﹤0.01%
+118
168
$2K ﹤0.01%
25
169
$2K ﹤0.01%
31
170
$2K ﹤0.01%
41
171
$2K ﹤0.01%
37
172
$1K ﹤0.01%
26
173
$1K ﹤0.01%
40
174
$1K ﹤0.01%
23
175
$1K ﹤0.01%
15
-50
5 6
7
8 9