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

Top Buys

1
+$3.93M
2
+$2.84M
3
+$1.86M
4
BAC icon
Bank of America
BAC
+$1.52M
5
UL icon
Unilever
UL
+$1.27M

Top Sells

1
+$6.01M
2
+$3.43M
3
+$1.39M
4
T icon
AT&T
T
+$731K
5
JPM icon
JPMorgan Chase
JPM
+$241K

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%
150
-250
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$6K ﹤0.01%
+150
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$6K ﹤0.01%
+700
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+65
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$5K ﹤0.01%
125
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42
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$5K ﹤0.01%
50
+30
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$5K ﹤0.01%
150
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88
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25
161
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+150
162
$5K ﹤0.01%
+335
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$5K ﹤0.01%
361
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$5K ﹤0.01%
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165
$5K ﹤0.01%
+100
166
$5K ﹤0.01%
35
167
$4K ﹤0.01%
60
168
$4K ﹤0.01%
+25
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$4K ﹤0.01%
+24
170
$4K ﹤0.01%
+85
171
$3K ﹤0.01%
35
172
$3K ﹤0.01%
50
-83
173
$3K ﹤0.01%
100
174
$3K ﹤0.01%
340
175
$3K ﹤0.01%
+225
5 6
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