WP

Westmount Partners Portfolio holdings

AUM $401M
1-Year Est. Return 24.89%
This Quarter Est. Return
1 Year Est. Return
+24.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$401M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1
+$4.03M
2
+$2.98M
3
+$2.83M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.2M
5
AMZN icon
Amazon
AMZN
+$994K

Top Sells

1
+$2.49M
2
+$985K
3
+$984K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$628K
5
FICO icon
Fair Isaac
FICO
+$573K

Sector Composition

1 Technology 31.98%
2 Financials 8.13%
3 Healthcare 6.9%
4 Communication Services 6%
5 Consumer Discretionary 4.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AAPL icon
1
Apple
AAPL
$3.8T
$46.2M 11.53%
170,045
+10,392
MSFT icon
2
Microsoft
MSFT
$3.39T
$17.3M 4.31%
35,773
+434
NVDA icon
3
NVIDIA
NVDA
$4.55T
$16.7M 4.17%
89,784
+21,618
AVGO icon
4
Broadcom
AVGO
$1.63T
$16.7M 4.16%
48,224
+139
VOO icon
5
Vanguard S&P 500 ETF
VOO
$852B
$14.8M 3.7%
23,654
-313
CACI icon
6
CACI
CACI
$13.9B
$11.4M 2.83%
21,316
AMZN icon
7
Amazon
AMZN
$2.55T
$9.65M 2.41%
41,818
+4,307
SPY icon
8
SPDR S&P 500 ETF Trust
SPY
$715B
$9.37M 2.34%
13,741
-10
GOOGL icon
9
Alphabet (Google) Class A
GOOGL
$4.02T
$8.97M 2.24%
28,644
+3,821
BRK.B icon
10
Berkshire Hathaway Class B
BRK.B
$1.06T
$8.57M 2.14%
17,049
+144
IVV icon
11
iShares Core S&P 500 ETF
IVV
$762B
$7.93M 1.98%
11,577
-55
VT icon
12
Vanguard Total World Stock ETF
VT
$61.7B
$7.69M 1.92%
54,530
+779
VTI icon
13
Vanguard Total Stock Market ETF
VTI
$582B
$7.08M 1.76%
21,105
+1,525
WMT icon
14
Walmart Inc
WMT
$950B
$6.12M 1.53%
54,968
-147
IBM icon
15
IBM
IBM
$279B
$5.71M 1.42%
19,288
+32
ILMN icon
16
Illumina
ILMN
$22.2B
$5.26M 1.31%
40,103
-7,506
QQQ icon
17
Invesco QQQ Trust
QQQ
$409B
$4.86M 1.21%
7,919
-86
GOOG icon
18
Alphabet (Google) Class C
GOOG
$4.02T
$4.19M 1.04%
13,353
+103
ORCL icon
19
Oracle
ORCL
$545B
$3.69M 0.92%
18,909
-136
META icon
20
Meta Platforms (Facebook)
META
$1.56T
$3.64M 0.91%
5,509
+611
AOA icon
21
iShares Core 80/20 Aggressive Allocation ETF
AOA
$2.82B
$3.26M 0.81%
36,360
-2,015
HOOD icon
22
Robinhood
HOOD
$99.2B
$3.24M 0.81%
28,620
MASI icon
23
Masimo
MASI
$7.51B
$3.15M 0.79%
24,232
-1,634
IJR icon
24
iShares Core S&P Small-Cap ETF
IJR
$94.4B
$3.13M 0.78%
26,052
+79
COST icon
25
Costco
COST
$425B
$2.99M 0.75%
3,467
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