WP
AOR icon

Westmount Partners’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Westmount Partners’s Portfolio AOR Stock Details AOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.69M Buy
24,291
+7,006
+41% +$477K 0.37% 62
2026
Q1 		$1.11M Buy
17,285
+1,466
+9% +$96.6K 0.27% 77
2025
Q4 		$1.03M Buy
15,819
+948
+6% +$61.5K 0.26% 75
2025
Q3 		$961K Buy
14,871
+2,372
+19% +$148K 0.25% 76
2025
Q2 		$770K Buy
12,499
+371
+3% +$21.7K 0.21% 90
2025
Q1 		$698K Sell
12,128
-401
-3% -$23.3K 0.21% 100
2024
Q4 		$718K Buy
12,529
+515
+4% +$30.2K 0.22% 90
2024
Q3 		$712K Sell
12,014
-10
-0.1% -$573 0.21% 93
2024
Q2 		$676K Buy
12,024
+123
+1% +$6.8K 0.22% 93
2024
Q1 		$663K Sell
11,901
-426
-3% -$23K 0.24% 92
2023
Q4 		$656K Sell
12,327
-2,066
-14% -$104K 0.27% 83
2023
Q3 		$711K Sell
14,393
-617
-4% -$31.4K 0.31% 76
2023
Q2 		$772K Buy
15,010
+1,841
+14% +$92.6K 0.34% 61
2023
Q1 		$659K Buy
13,169
+1,058
+9% +$52.1K 0.3% 74
2022
Q4 		$571K Buy
+12,111
New +$570K 0.3% 81

Other funds holding AOR

WAM
Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return
BWP
BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return
VIP
Viewpoint Investment Partners Calgary, Alberta, Canada $290M AUM 16.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return
FHC
Fort Henry Capital Wheeling, West Virginia $182M AUM 15.52% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
WFS
Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return
SWM
Selby Wealth Management Emeryville, California $282M AUM