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

Top Buys

1
+$4.83M
2
+$3.62M
3
+$2.94M
4
CRM icon
Salesforce
CRM
+$2.21M
5
CSX icon
CSX Corp
CSX
+$2.2M

Top Sells

1
+$5.32M
2
+$2.82M
3
+$675K
4
IBM icon
IBM
IBM
+$277K
5
USB icon
US Bancorp
USB
+$260K

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%
107
158
$2K ﹤0.01%
+275
159
$2K ﹤0.01%
+30
160
$2K ﹤0.01%
25
161
$2K ﹤0.01%
100
162
$2K ﹤0.01%
+10
163
$2K ﹤0.01%
+100
164
$2K ﹤0.01%
+300
165
$2K ﹤0.01%
+35
166
$2K ﹤0.01%
+350
167
$2K ﹤0.01%
+110
168
$1K ﹤0.01%
70
169
$1K ﹤0.01%
+10
170
$1K ﹤0.01%
+100
171
$1K ﹤0.01%
46
172
$1K ﹤0.01%
30
-5,000
173
$1K ﹤0.01%
+250
174
$1K ﹤0.01%
+25
175
– –
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5 6
7
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