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
$172M
AUM Growth
+$7.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1
+$2.98M
2
+$2.25M
3
+$839K
4
BAC icon
Bank of America
BAC
+$571K
5
V icon
Visa
V
+$228K

Top Sells

1
+$6.19M
2
+$2.3M
3
+$614K
4
UAA icon
Under Armour
UAA
+$581K
5
LRCX icon
Lam Research
LRCX
+$489K

Sector Composition

1 Communication Services 27.59%
2 Financials 20.44%
3 Consumer Discretionary 12.75%
4 Industrials 5.74%
5 Technology 3.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$6K ﹤0.01%
+361
152
$5K ﹤0.01%
+125
153
$5K ﹤0.01%
+95
154
$4K ﹤0.01%
+105
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$4K ﹤0.01%
+60
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$4K ﹤0.01%
50
157
$4K ﹤0.01%
+53
158
$4K ﹤0.01%
42
159
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$4K ﹤0.01%
88
161
$4K ﹤0.01%
25
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35
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$3K ﹤0.01%
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75
165
$3K ﹤0.01%
+348
166
$3K ﹤0.01%
500
+150
167
$3K ﹤0.01%
35
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$3K ﹤0.01%
100
169
$3K ﹤0.01%
+340
170
$2K ﹤0.01%
+50
171
$2K ﹤0.01%
25
172
$2K ﹤0.01%
107
173
$2K ﹤0.01%
+40
174
$2K ﹤0.01%
+20
175
$2K ﹤0.01%
+10
5 6
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