CWM
Catamount Wealth Management Portfolio holdings
AUM
$176M
This Quarter Return
+17.32%
1 Year Return
+15.01%
3 Year Return
+70.68%
5 Year Return
–
10 Year Return
–
AUM
$176M
AUM Growth
+$176M
(+20%)
Cap. Flow
+$22.8M
Cap. Flow
% of AUM
12.97%
Top 10 Holdings %
Top 10 Hldgs %
66.06%
Holding
225
New
19
Increased
35
Reduced
35
Closed
29
Top Buys
| 1 |
Palo Alto Networks
PANW
|
$5.5M |
| 2 |
PayPal
PYPL
|
$4.16M |
| 3 |
Amazon
AMZN
|
$2.22M |
| 4 |
Salesforce
CRM
|
$2.11M |
| 5 |
Nike
NKE
|
$2.02M |
Top Sells
| 1 |
Vertex Pharmaceuticals
VRTX
|
$1.47M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$445K |
| 3 |
RTN
Raytheon Company
RTN
|
$300K |
| 4 |
Permian Resources
PR
|
$217K |
| 5 |
W.P. Carey
WPC
|
$200K |
Sector Composition
| 1 | Financials | 25.53% |
| 2 | Communication Services | 19.45% |
| 3 | Consumer Discretionary | 11.52% |
| 4 | Technology | 10.89% |
| 5 | Healthcare | 4.06% |
