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
$164M
AUM Growth
+$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1
+$5.51M
2
+$3.79M
3
+$3.07M
4
CSX icon
CSX Corp
CSX
+$2.34M
5
TSLA icon
Tesla
TSLA
+$2.23M

Top Sells

1
+$5.62M
2
+$3.21M
3
+$681K
4
IBM icon
IBM
IBM
+$269K
5
USB icon
US Bancorp
USB
+$262K

Sector Composition

1 Communication Services 29.62%
2 Financials 19.71%
3 Consumer Discretionary 12.86%
4 Industrials 5.31%
5 Technology 3.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$3K ﹤0.01%
+60
152
$3K ﹤0.01%
+1
153
$3K ﹤0.01%
+320
154
$3K ﹤0.01%
+100
155
$3K ﹤0.01%
35
156
$3K ﹤0.01%
+75
157
$2K ﹤0.01%
+35
158
$2K ﹤0.01%
+350
159
$2K ﹤0.01%
107
160
$2K ﹤0.01%
+275
161
$2K ﹤0.01%
+30
162
$2K ﹤0.01%
25
163
$2K ﹤0.01%
100
164
$2K ﹤0.01%
+110
165
$2K ﹤0.01%
+10
166
$2K ﹤0.01%
+300
167
$2K ﹤0.01%
+100
168
$1K ﹤0.01%
70
169
$1K ﹤0.01%
+10
170
$1K ﹤0.01%
46
171
$1K ﹤0.01%
30
-5,000
172
$1K ﹤0.01%
+250
173
$1K ﹤0.01%
+25
174
$1K ﹤0.01%
+100
175
– –
-16
5 6
7
8 9