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
SYK icon
226
Stryker
SYK
$137B
$237K 0.06%
675
-25
IBIT icon
227
iShares Bitcoin Trust
IBIT
$74.1B
$235K 0.06%
4,736
-617
PFG icon
228
Principal Financial Group
PFG
$20B
$234K 0.06%
2,648
EMB icon
229
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$16.6B
$231K 0.06%
2,402
-30
NOW icon
230
ServiceNow
NOW
$138B
$227K 0.06%
1,485
-125
INTU icon
231
Intuit
INTU
$154B
$227K 0.06%
343
+3
ALL icon
232
Allstate
ALL
$51.3B
$220K 0.05%
1,055
VBR icon
233
Vanguard Small-Cap Value ETF
VBR
$34.3B
$217K 0.05%
1,024
LIN icon
234
Linde
LIN
$205B
$213K 0.05%
+500
EAOR icon
235
iShares ESG Aware Growth Allocation ETF
EAOR
$28.7M
$213K 0.05%
6,017
+209
BSX icon
236
Boston Scientific
BSX
$133B
$212K 0.05%
2,223
-416
PSN icon
237
Parsons
PSN
$7.69B
$209K 0.05%
3,376
UNH icon
238
UnitedHealth
UNH
$307B
$205K 0.05%
621
-412
ICLN icon
239
iShares Global Clean Energy ETF
ICLN
$2.02B
$194K 0.05%
+11,827
GSBD icon
240
Goldman Sachs BDC
GSBD
$1.06B
$137K 0.03%
14,790
STRZ
241
Starz Entertainment Corp
STRZ
$188M
$117K 0.03%
10,000
-2
NNOX icon
242
Nano X Imaging
NNOX
$201M
$67.8K 0.02%
24,200
EHI
243
Western Asset Global High Income Fund
EHI
$195M
$64.1K 0.02%
10,000
-3,000
PNBK icon
244
Patriot National Bancorp
PNBK
$175M
$36.4K 0.01%
+20,000
OPK icon
245
Opko Health
OPK
$983M
$23.4K 0.01%
18,550
+2,000
FATE icon
246
Fate Therapeutics
FATE
$121M
$9.92K ﹤0.01%
10,098
RBLX icon
247
Roblox
RBLX
$59.4B
-1,498
MSTR icon
248
Strategy Inc
MSTR
$49.5B
-1,470
MFC icon
249
Manulife Financial
MFC
$63.1B
-8,608
KMPR icon
250
Kemper
KMPR
$2.26B
-4,035