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
$179M
AUM Growth
+$7.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$3.9M
2
+$2.73M
3
+$1.81M
4
BAC icon
Bank of America
BAC
+$1.42M
5
UL icon
Unilever
UL
+$1.3M

Top Sells

1
+$5.65M
2
+$3.76M
3
+$2.11M
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$1.37M
5
T icon
AT&T
T
+$680K

Sector Composition

1 Communication Services 26.85%
2 Financials 25.98%
3 Consumer Discretionary 10.1%
4 Industrials 4.49%
5 Consumer Staples 4.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$6K ﹤0.01%
+65
152
$6K ﹤0.01%
150
-250
153
$6K ﹤0.01%
+150
154
$6K ﹤0.01%
+700
155
$5K ﹤0.01%
125
156
$5K ﹤0.01%
42
157
$5K ﹤0.01%
50
+30
158
$5K ﹤0.01%
150
159
$5K ﹤0.01%
88
160
$5K ﹤0.01%
25
161
$5K ﹤0.01%
+100
162
$5K ﹤0.01%
+335
163
$5K ﹤0.01%
361
164
$5K ﹤0.01%
95
165
$5K ﹤0.01%
35
166
$5K ﹤0.01%
+150
167
$4K ﹤0.01%
+170
168
$4K ﹤0.01%
60
169
$4K ﹤0.01%
+25
170
$4K ﹤0.01%
+24
171
$3K ﹤0.01%
100
172
$3K ﹤0.01%
35
173
$3K ﹤0.01%
50
-83
174
$3K ﹤0.01%
340
175
$3K ﹤0.01%
+225
5 6
7
8 9