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
EMB icon
226
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.9B
$231K 0.06%
2,432
+5
INTU icon
227
Intuit
INTU
$184B
$231K 0.06%
340
+23
DHR icon
228
Danaher
DHR
$150B
$229K 0.06%
1,076
+5
MELI icon
229
Mercado Libre
MELI
$103B
$226K 0.06%
+104
ALL icon
230
Allstate
ALL
$51.6B
$222K 0.06%
1,055
+3
PFG icon
231
Principal Financial Group
PFG
$17.5B
$220K 0.06%
2,648
-25
VBR icon
232
Vanguard Small-Cap Value ETF
VBR
$31B
$215K 0.06%
+1,024
B
233
Barrick Mining
B
$56.9B
$214K 0.06%
+6,338
DHI icon
234
D.R. Horton
DHI
$45.8B
$206K 0.05%
+1,194
RTX icon
235
RTX Corp
RTX
$211B
$205K 0.05%
+1,225
KMPR icon
236
Kemper
KMPR
$3.09B
$205K 0.05%
4,035
EAOR icon
237
iShares ESG Aware Growth Allocation ETF
EAOR
$24.5M
$204K 0.05%
+5,808
RBLX icon
238
Roblox
RBLX
$92.1B
$201K 0.05%
+1,498
GSBD icon
239
Goldman Sachs BDC
GSBD
$1.11B
$148K 0.04%
14,790
STRZ
240
Starz Entertainment Corp
STRZ
$186M
$146K 0.04%
+10,002
NNOX icon
241
Nano X Imaging
NNOX
$255M
$89.3K 0.02%
24,200
EHI
242
Western Asset Global High Income Fund
EHI
$193M
$85.4K 0.02%
13,000
OPK icon
243
Opko Health
OPK
$1.21B
$25.7K 0.01%
16,550
FATE icon
244
Fate Therapeutics
FATE
$170M
$12.6K ﹤0.01%
+10,098
VOOG icon
245
Vanguard S&P 500 Growth ETF
VOOG
$20.3B
-1,195
TXN icon
246
Texas Instruments
TXN
$161B
-1,136
SPGI icon
247
S&P Global
SPGI
$144B
-2,467
MGV icon
248
Vanguard Mega Cap Value ETF
MGV
$10.1B
-6,630
LIN icon
249
Linde
LIN
$211B
-427
IWS icon
250
iShares Russell Mid-Cap Value ETF
IWS
$13.9B
-3,258