WP

Westmount Partners Portfolio holdings

AUM $387M
1-Year Est. Return 25.68%
This Quarter Est. Return
1 Year Est. Return
+25.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$387M
AUM Growth
+$23.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
258
New
Increased
Reduced
Closed

Top Buys

1
+$1.24M
2
+$447K
3
+$357K
4
ASML icon
ASML
ASML
+$315K
5
MSTR icon
Strategy Inc
MSTR
+$302K

Top Sells

1
+$2.41M
2
+$1.3M
3
+$1.18M
4
AAPL icon
Apple
AAPL
+$1.07M
5
MGV icon
Vanguard Mega Cap Value ETF
MGV
+$870K

Sector Composition

1 Technology 31.23%
2 Financials 7.75%
3 Healthcare 6.85%
4 Communication Services 5.45%
5 Consumer Discretionary 4.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AAPL icon
1
Apple
AAPL
$4.18T
$40.8M 10.53%
159,653
-4,190
MSFT icon
2
Microsoft
MSFT
$3.62T
$18.4M 4.74%
35,339
-200
AVGO icon
3
Broadcom
AVGO
$1.82T
$16M 4.14%
48,085
+3
VOO icon
4
Vanguard S&P 500 ETF
VOO
$798B
$14.7M 3.8%
23,967
-519
NVDA icon
5
NVIDIA
NVDA
$4.37T
$12.8M 3.3%
68,166
-6,294
CACI icon
6
CACI
CACI
$13.5B
$11M 2.84%
21,316
-419
SPY icon
7
SPDR S&P 500 ETF Trust
SPY
$697B
$9.19M 2.37%
13,751
-1,043
BRK.B icon
8
Berkshire Hathaway Class B
BRK.B
$1.1T
$8.42M 2.17%
16,905
-203
AMZN icon
9
Amazon
AMZN
$2.5T
$8.28M 2.14%
37,511
-1,992
IVV icon
10
iShares Core S&P 500 ETF
IVV
$729B
$7.81M 2.02%
11,632
-47
VT icon
11
Vanguard Total World Stock ETF
VT
$57B
$7.45M 1.92%
53,751
+1,752
VTI icon
12
Vanguard Total Stock Market ETF
VTI
$562B
$6.45M 1.67%
19,580
-181
GOOGL icon
13
Alphabet (Google) Class A
GOOGL
$3.8T
$6.08M 1.57%
24,823
-766
WMT icon
14
Walmart
WMT
$889B
$5.62M 1.45%
55,115
+18
IBM icon
15
IBM
IBM
$286B
$5.52M 1.42%
19,256
+66
ORCL icon
16
Oracle
ORCL
$573B
$5.5M 1.42%
19,045
+334
BIL icon
17
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$43.6B
$5.32M 1.37%
58,208
-26,327
ILMN icon
18
Illumina
ILMN
$19.7B
$4.87M 1.26%
47,609
QQQ icon
19
Invesco QQQ Trust
QQQ
$404B
$4.83M 1.25%
8,005
-394
HOOD icon
20
Robinhood
HOOD
$111B
$3.98M 1.03%
28,620
-300
MASI icon
21
Masimo
MASI
$7.74B
$3.69M 0.95%
25,866
META icon
22
Meta Platforms (Facebook)
META
$1.62T
$3.51M 0.91%
4,898
-598
NFLX icon
23
Netflix
NFLX
$462B
$3.48M 0.9%
29,700
-30
AOA icon
24
iShares Core 80/20 Aggressive Allocation ETF
AOA
$2.7B
$3.39M 0.88%
38,375
+14,045
GOOG icon
25
Alphabet (Google) Class C
GOOG
$3.8T
$3.25M 0.84%
13,250
-562
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