WP

Westmount Partners Portfolio holdings

AUM $406M
1-Year Est. Return 26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$406M
AUM Growth
+$4.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
281
New
Increased
Reduced
Closed

Top Buys

1
+$2.22M
2
+$1.74M
3
+$1.59M
4
AMZN icon
Amazon
AMZN
+$1.36M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.29M

Top Sells

1
+$2.83M
2
+$2.22M
3
+$758K
4
CYBR
CyberArk
CYBR
+$669K
5
ILMN icon
Illumina
ILMN
+$654K

Sector Composition

1 Technology 29.86%
2 Financials 7.63%
3 Healthcare 7.21%
4 Communication Services 5.85%
5 Consumer Discretionary 5.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AAPL icon
1
Apple
AAPL
$3.87T
$43.8M 10.8%
172,733
+2,688
NVDA icon
2
NVIDIA
NVDA
$4.82T
$15.6M 3.85%
89,548
-236
AVGO icon
3
Broadcom
AVGO
$1.89T
$14.9M 3.68%
48,228
+4
VOO icon
4
Vanguard S&P 500 ETF
VOO
$882B
$14.4M 3.55%
24,098
+444
MSFT icon
5
Microsoft
MSFT
$3.12T
$14.1M 3.46%
37,984
+2,211
CACI icon
6
CACI
CACI
$11.7B
$11.6M 2.86%
21,316
AMZN icon
7
Amazon
AMZN
$2.69T
$10M 2.46%
47,993
+6,175
GOOGL icon
8
Alphabet (Google) Class A
GOOGL
$4.06T
$9.42M 2.32%
32,765
+4,121
BRK.B icon
9
Berkshire Hathaway Class B
BRK.B
$1.02T
$8.78M 2.16%
18,321
+1,272
SPY icon
10
State Street SPDR S&P 500 ETF Trust
SPY
$712B
$8.7M 2.14%
13,375
-366
VT icon
11
Vanguard Total World Stock ETF
VT
$67.3B
$7.72M 1.9%
55,810
+1,280
IVV icon
12
iShares Core S&P 500 ETF
IVV
$772B
$7.62M 1.88%
11,662
+85
WMT icon
13
Walmart Inc
WMT
$995B
$7.1M 1.75%
57,101
+2,133
VTI icon
14
Vanguard Total Stock Market ETF
VTI
$605B
$6.55M 1.61%
20,402
-703
QQQ icon
15
Invesco QQQ Trust
QQQ
$415B
$5.43M 1.34%
9,411
+1,492
IBM icon
16
IBM
IBM
$236B
$4.69M 1.16%
19,355
+67
GOOG icon
17
Alphabet (Google) Class C
GOOG
$4.03T
$4.6M 1.13%
16,036
+2,683
ILMN icon
18
Illumina
ILMN
$20.1B
$4.33M 1.07%
35,119
-4,984
MASI icon
19
Masimo
MASI
$9.34B
$4.31M 1.06%
24,232
VUG icon
20
Vanguard Growth ETF
VUG
$207B
$3.65M 0.9%
8,353
+4,764
COST icon
21
Costco
COST
$437B
$3.63M 0.9%
3,647
+180
AOA icon
22
iShares Core 80/20 Aggressive Allocation ETF
AOA
$2.98B
$3.29M 0.81%
37,232
+872
IJR icon
23
iShares Core S&P Small-Cap ETF
IJR
$98.5B
$3.27M 0.81%
26,302
+250
XOM icon
24
Exxon Mobil
XOM
$632B
$3.12M 0.77%
18,399
+4,516
META icon
25
Meta Platforms (Facebook)
META
$1.71T
$3.08M 0.76%
5,381
-128
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