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
176
$2K ﹤0.01%
6
177
$2K ﹤0.01%
500
178
$2K ﹤0.01%
107
179
$2K ﹤0.01%
+13
180
$2K ﹤0.01%
25
181
$2K ﹤0.01%
25
182
$1K ﹤0.01%
70
183
$1K ﹤0.01%
46
184
$1K ﹤0.01%
75
185
$1K ﹤0.01%
100
186
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-50
187
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-10
188
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189
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-348
190
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-1
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-240
192
$0 ﹤0.01%
3
-119,055
193
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194
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195
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196
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197
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-1,800
198
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-554
5 6 7
8
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