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
$121M
AUM Growth
+$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$3.45M
2
+$3.25M
3
+$3.14M
4
ILMN icon
Illumina
ILMN
+$3.05M
5
V icon
Visa
V
+$2.33M

Top Sells

1
+$2.54M
2
+$2.3M
3
+$1.66M
4
CPAY icon
Corpay
CPAY
+$1.62M
5
CVX icon
Chevron
CVX
+$1.17M

Sector Composition

1 Communication Services 29.2%
2 Financials 15.43%
3 Healthcare 14.93%
4 Technology 9.06%
5 Industrials 6.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
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0
177
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178
$0 ﹤0.01%
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181
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+6
182
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183
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+4
184
– –
-26,989
185
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186
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187
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190
$0 ﹤0.01%
2
191
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197
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-10,875
198
$0 ﹤0.01%
+11
199
– –
0
200
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0
5 6 7
8
9