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
$117M
AUM Growth
+$30M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$4.84M
2
+$3.69M
3
+$3.24M
4
CVX icon
Chevron
CVX
+$2.82M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$2.53M

Top Sells

1
+$3.14M
2
+$1.32M
3
+$699K
4
DAL icon
Delta Air Lines
DAL
+$445K
5
D icon
Dominion Energy
D
+$375K

Sector Composition

1 Communication Services 34.77%
2 Financials 20.62%
3 Consumer Discretionary 8.38%
4 Healthcare 7.5%
5 Energy 4.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-215
177
– –
-108
178
– –
-200
4 5 6 7
8