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
$209M
AUM Growth
+$1.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1 +$6.57M
2 +$4.74M
3 +$499K
4
AMZN icon
Amazon
AMZN
+$411K
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$396K

Top Sells

1 +$8.74M
2 +$2.24M
3 +$543K
4
BAC icon
Bank of America
BAC
+$491K
5
GS icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$3K ﹤0.01%
50
177
$2K ﹤0.01%
35
178
$2K ﹤0.01%
40
-240
179
$2K ﹤0.01%
25
180
$1K ﹤0.01%
70
181
$1K ﹤0.01%
46
182
$1K ﹤0.01%
75
183
$1K ﹤0.01%
100
184
$1K ﹤0.01%
+10
185
0
186
-100
187
-420
188
$0 ﹤0.01%
10,000
+9,960
189
-29
190
-48,558
191
$0 ﹤0.01%
+5
192
-100
193
-150
194
-125
195
-400
196
-50
197
-200