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
$172M
AUM Growth
+$7.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1 +$3.02M
2 +$2.27M
3 +$894K
4
BAC icon
Bank of America
BAC
+$596K
5
V icon
Visa
V
+$236K

Top Sells

1 +$6.19M
2 +$2.44M
3 +$601K
4
UAA icon
Under Armour
UAA
+$522K
5
LRCX icon
Lam Research
LRCX
+$489K

Sector Composition

1 Communication Services 27.59%
2 Financials 20.44%
3 Consumer Discretionary 12.75%
4 Industrials 5.74%
5 Technology 3.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
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206
-2,000
207
$0 ﹤0.01%
3
208
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211
$0 ﹤0.01%
14
-1
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-2,000
213
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214
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215
-35