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
$188M
AUM Growth
+$8.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$4.34M
2
+$3.51M
3
+$3.19M
4
PR icon
Permian Resources
PR
+$2.37M
5
GS icon
Goldman Sachs
GS
+$438K

Top Sells

1
+$2.45M
2
+$1.8M
3
+$1.1M
4
META icon
Meta Platforms (Facebook)
META
+$926K
5
C icon
Citigroup
C
+$309K

Sector Composition

1 Financials 25.69%
2 Communication Services 21.82%
3 Consumer Discretionary 13.32%
4 Technology 6.37%
5 Industrials 4.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$6K ﹤0.01%
30
-20
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+75
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$5K ﹤0.01%
125
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42
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88
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35
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305
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$5K ﹤0.01%
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$4K ﹤0.01%
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361
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$3K ﹤0.01%
+1,500
169
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50
170
$3K ﹤0.01%
100
-300
171
$3K ﹤0.01%
340
172
$2K ﹤0.01%
500
173
$2K ﹤0.01%
107
174
$2K ﹤0.01%
35
175
$2K ﹤0.01%
25
5 6
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8 9