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
$209M
AUM Growth
+$1.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$6.57M
2
+$4.74M
3
+$499K
4
AMZN icon
Amazon
AMZN
+$411K
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$396K

Top Sells

1
+$8.74M
2
+$2.24M
3
+$543K
4
BAC icon
Bank of America
BAC
+$491K
5
GS icon
Goldman Sachs
GS
+$321K

Sector Composition

1 Financials 24.2%
2 Communication Services 19.5%
3 Consumer Discretionary 10.97%
4 Healthcare 8.22%
5 Technology 7.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$8K ﹤0.01%
50
152
$8K ﹤0.01%
150
153
$8K ﹤0.01%
30
154
$8K ﹤0.01%
+548
155
$8K ﹤0.01%
133
156
$7K ﹤0.01%
40
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$7K ﹤0.01%
305
158
$7K ﹤0.01%
1,900
159
$6K ﹤0.01%
+205
160
$6K ﹤0.01%
42
161
$6K ﹤0.01%
70
-26,155
162
$5K ﹤0.01%
88
163
$5K ﹤0.01%
25
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$5K ﹤0.01%
60
165
$5K ﹤0.01%
35
166
$5K ﹤0.01%
125
167
$5K ﹤0.01%
100
168
$4K ﹤0.01%
40
169
$4K ﹤0.01%
60
170
$4K ﹤0.01%
+17
171
$4K ﹤0.01%
+320
172
$4K ﹤0.01%
50
173
$4K ﹤0.01%
+195
174
$3K ﹤0.01%
+14
175
$3K ﹤0.01%
1,500
4 5 6
7
8