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
176
$2K ﹤0.01%
100
177
$2K ﹤0.01%
25
178
$1K ﹤0.01%
70
179
$1K ﹤0.01%
46
180
$1K ﹤0.01%
75
181
$1K ﹤0.01%
13
182
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-500
183
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184
$0 ﹤0.01%
3
185
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186
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187
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188
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189
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190
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194
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195
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198
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199
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-1,573
5 6 7
8
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