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WP
Westmount Partners Portfolio holdings
AUM
$457M
1-Year Est. Return
31.05%
This Fund
S&P 500
This Quarter
Est. Return
+18.58%
1 Year Est. Return
+31.05%
3 Year Est. Return
+100.94%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$457M
AUM Growth
+$50.8M
(+13%)
Cap. Flow
-$3.4M
Cap. Flow
% of AUM
-0.74%
Top 10 Holdings %
Top 10 Hldgs %
38.36%
Holding
303
New
39
Increased
108
Reduced
65
Closed
28
Top Buys
| 1 |
Apple
AAPL
|
+$3.37M |
| 2 |
Invesco S&P International Developed Momentum ETF
IDMO
|
+$2.37M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
+$1.66M |
| 4 |
Airbnb
ABNB
|
+$1.04M |
| 5 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$1M |
Top Sells
| 1 |
MASI
Masimo
MASI
|
+$4.31M |
| 2 |
Invesco S&P SmallCap Quality ETF
XSHQ
|
+$2.19M |
| 3 |
Illumina
ILMN
|
+$1.81M |
| 4 |
AbbVie
ABBV
|
+$1.39M |
| 5 |
CACI
CACI
|
+$943K |
Sector Composition
| 1 | Technology | 31.66% |
| 2 | Financials | 7.3% |
| 3 | Communication Services | 5.74% |
| 4 | Healthcare | 5.7% |
| 5 | Consumer Discretionary | 5.32% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
Palantir
PLTR
$322B
| $261K | 0.06% |
2,233
+49
| +2% | +$6.68K |
|
227
Seagate
STX
$169B
| $260K | 0.06% |
+269
| New | +$205K |
|
228
Schwab US Dividend Equity ETF
SCHD
$100B
| $256K | 0.06% |
+8,084
| New | +$256K |
|
229
Pfizer
PFE
$143B
| $255K | 0.06% |
10,594
-2,004
| -16% | -$52.4K |
|
230
Citigroup
C
$221B
| $249K | 0.05% |
1,780
-973
| -35% | -$127K |
|
231
Vanguard Small-Cap Value ETF
VBR
$37.3B
| $249K | 0.05% |
1,025
+1
| +0.1% | +$233 |
|
232
Paychex
PAYX
$40.8B
| $247K | 0.05% |
2,515
| – | – |
|
233
Novartis
NVS
$291B
| $243K | 0.05% |
1,548
+50
| +3% | +$7.5K |
|
234
Blackrock
BLK
$168B
| $242K | 0.05% |
252
-76
| -23% | -$78.6K |
|
235
iShares ESG Aware Growth Allocation ETF
EAOR
$32.7M
| $241K | 0.05% |
6,369
+352
| +6% | +$13K |
|
|
B
236
Barrick Mining
B
$58.4B
| $233K | 0.05% |
6,338
| – | – |
|
237
BridgeBio Pharma
BBIO
$15.7B
| $232K | 0.05% |
3,118
-75
| -2% | -$5.25K |
|
238
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.6B
| $232K | 0.05% |
2,406
-13
| -0.5% | -$1.25K |
|
239
Coinbase
COIN
$42.3B
| $232K | 0.05% |
1,584
-573
| -27% | -$103K |
|
240
Starwood Property Trust
STWD
$6.34B
| $231K | 0.05% |
14,074
+297
| +2% | +$5.17K |
|
241
KLA
KLAC
$287B
| $230K | 0.05% |
762
-1,778
| -70% | -$353K |
|
242
Sixth Street Specialty
TSLX
$1.68B
| $224K | 0.05% |
13,030
| – | – |
|
243
Affiliated Managers Group
AMG
$9.95B
| $224K | 0.05% |
+661
| New | +$205K |
|
244
Manulife Financial
MFC
$72.1B
| $218K | 0.05% |
+5,393
| New | +$209K |
|
245
CALL
Lam Research
LRCX
$401B
| $217K | 0.05% |
+500
| New | +$152K |
|
246
Vanguard S&P 500 Growth ETF
VOOG
$26.1B
| $216K | 0.05% |
+2,612
| New | +$207K |
|
247
Reddit
RDDT
$35.7B
| $214K | 0.05% |
1,230
-377
| -23% | -$60.4K |
|
248
Elbit Systems
ESLT
$34.6B
| $212K | 0.05% |
280
| – | – |
|
249
iShares MSCI ACWI ETF
ACWI
$33.1B
| $211K | 0.05% |
+1,343
| New | +$205K |
|
250
Idexx Laboratories
IDXX
$45.4B
| $211K | 0.05% |
400
| – | – |
|
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