WP

Westmount Partners Portfolio holdings

AUM $406M
1-Year Est. Return 26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$406M
AUM Growth
+$4.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
281
New
Increased
Reduced
Closed

Top Buys

1 +$2.22M
2 +$1.74M
3 +$1.59M
4
AMZN icon
Amazon
AMZN
+$1.36M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.29M

Top Sells

1 +$2.83M
2 +$2.22M
3 +$758K
4
CYBR
CyberArk
CYBR
+$669K
5
ILMN icon
Illumina
ILMN
+$654K

Sector Composition

1 Technology 29.86%
2 Financials 7.63%
3 Healthcare 7.21%
4 Communication Services 5.85%
5 Consumer Discretionary 5.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
CVS icon
226
CVS Health
CVS
$99.1B
$254K 0.06%
3,532
+39
TRV icon
227
Travelers Companies
TRV
$64B
$254K 0.06%
869
+1
VNQ icon
228
Vanguard Real Estate ETF
VNQ
$37.3B
$253K 0.06%
2,847
+10
GLW icon
229
Corning
GLW
$141B
$251K 0.06%
+1,848
LIN icon
230
Linde
LIN
$228B
$248K 0.06%
500
CMI icon
231
Cummins
CMI
$86.7B
$247K 0.06%
+459
MMM icon
232
3M
MMM
$80.7B
$242K 0.06%
1,668
-19
TSLX icon
233
Sixth Street Specialty
TSLX
$1.85B
$239K 0.06%
13,030
EAOA icon
234
iShares ESG Aware Aggressive Allocation ETF
EAOA
$35.9M
$239K 0.06%
5,896
+161
PFG icon
235
Principal Financial Group
PFG
$20.8B
$239K 0.06%
2,648
ESLT icon
236
Elbit Systems
ESLT
$40.6B
$238K 0.06%
+280
STWD icon
237
Starwood Property Trust
STWD
$6.72B
$237K 0.06%
13,777
+102
BBIO icon
238
BridgeBio Pharma
BBIO
$14.9B
$237K 0.06%
3,193
+37
PAYX icon
239
Paychex
PAYX
$32.9B
$232K 0.06%
2,515
-74
NVS icon
240
Novartis
NVS
$290B
$229K 0.06%
+1,498
SNOW icon
241
Snowflake
SNOW
$49.8B
$228K 0.06%
+1,511
EMB icon
242
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.5B
$227K 0.06%
2,419
+17
AMAT icon
243
Applied Materials
AMAT
$315B
$227K 0.06%
+663
IDXX icon
244
Idexx Laboratories
IDXX
$46.8B
$225K 0.06%
400
VBR icon
245
Vanguard Small-Cap Value ETF
VBR
$34.8B
$223K 0.05%
1,024
ICE icon
246
Intercontinental Exchange
ICE
$91.3B
$222K 0.05%
1,410
-101
ALL icon
247
Allstate
ALL
$55.8B
$219K 0.05%
1,056
+1
RDDT icon
248
Reddit
RDDT
$31.3B
$216K 0.05%
1,607
-907
TXN icon
249
Texas Instruments
TXN
$209B
$215K 0.05%
+1,109
CRM icon
250
Salesforce
CRM
$149B
$212K 0.05%
1,134
-103