CWM
Catamount Wealth Management Portfolio holdings
AUM
$176M
This Quarter Return
+5.86%
1 Year Return
+15.01%
3 Year Return
+70.68%
5 Year Return
–
10 Year Return
–
AUM
$209M
AUM Growth
+$209M
(+0.94%)
Cap. Flow
+$1.04M
Cap. Flow
% of AUM
0.5%
Top 10 Holdings %
Top 10 Hldgs %
65.44%
Holding
197
New
15
Increased
22
Reduced
26
Closed
10
Top Buys
| 1 |
Pfizer
PFE
|
$6.57M |
| 2 |
Johnson & Johnson
JNJ
|
$4.74M |
| 3 |
Apple
AAPL
|
$499K |
| 4 |
Amazon
AMZN
|
$411K |
| 5 |
Health Care Select Sector SPDR Fund
XLV
|
$396K |
Top Sells
| 1 |
Alibaba
BABA
|
$8.74M |
| 2 |
ATVI
Activision Blizzard Inc.
ATVI
|
$2.24M |
| 3 |
Meta Platforms (Facebook)
META
|
$543K |
| 4 |
Bank of America
BAC
|
$491K |
| 5 |
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% |
