CWM
Catamount Wealth Management Portfolio holdings
AUM
$176M
This Quarter Return
+2.6%
1 Year Return
+15.01%
3 Year Return
+70.68%
5 Year Return
–
10 Year Return
–
AUM
$123M
AUM Growth
+$123M
(+5.6%)
Cap. Flow
+$5.7M
Cap. Flow
% of AUM
4.63%
Top 10 Holdings %
Top 10 Hldgs %
70.08%
Holding
192
New
27
Increased
25
Reduced
27
Closed
21
Top Buys
| 1 |
SPDR Dow Jones Industrial Average ETF Trust
DIA
|
$4.28M |
| 2 |
Alphabet (Google) Class A
GOOGL
|
$3.21M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$2.1M |
| 4 |
RTN
Raytheon Company
RTN
|
$2.05M |
| 5 |
FRC
First Republic Bank
FRC
|
$1.9M |
Top Sells
| 1 |
CELG
Celgene Corp
CELG
|
$1.98M |
| 2 |
Regeneron Pharmaceuticals
REGN
|
$1.66M |
| 3 |
Under Armour
UAA
|
$1.56M |
| 4 |
Bank of America
BAC
|
$1.01M |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
$931K |
Sector Composition
| 1 | Communication Services | 32.9% |
| 2 | Financials | 20.46% |
| 3 | Consumer Discretionary | 6.67% |
| 4 | Energy | 5.02% |
| 5 | Healthcare | 3.76% |
