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
$401M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1 +$4.02M
2 +$2.95M
3 +$2.79M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.09M
5
AMZN icon
Amazon
AMZN
+$985K

Top Sells

1 +$2.49M
2 +$1.12M
3 +$881K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$627K
5
FICO icon
Fair Isaac
FICO
+$584K

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
$115B
$237K 0.06%
675
-25
IBIT icon
227
iShares Bitcoin Trust
IBIT
$56.8B
$235K 0.06%
4,736
-617
PFG icon
228
Principal Financial Group
PFG
$22.2B
$234K 0.06%
2,648
EMB icon
229
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.1B
$231K 0.06%
2,402
-30
NOW icon
230
ServiceNow
NOW
$140B
$227K 0.06%
1,485
-125
INTU icon
231
Intuit
INTU
$96.8B
$227K 0.06%
343
+3
ALL icon
232
Allstate
ALL
$53.3B
$220K 0.05%
1,055
VBR icon
233
Vanguard Small-Cap Value ETF
VBR
$35.2B
$217K 0.05%
1,024
LIN icon
234
Linde
LIN
$230B
$213K 0.05%
+500
EAOR icon
235
iShares ESG Aware Growth Allocation ETF
EAOR
$32.2M
$213K 0.05%
6,017
+209
BSX icon
236
Boston Scientific
BSX
$71.3B
$212K 0.05%
2,223
-416
PSN icon
237
Parsons
PSN
$6.49B
$209K 0.05%
3,376
UNH icon
238
UnitedHealth
UNH
$345B
$205K 0.05%
621
-412
ICLN icon
239
iShares Global Clean Energy ETF
ICLN
$3.14B
$194K 0.05%
+11,827
GSBD icon
240
Goldman Sachs BDC
GSBD
$1.03B
$137K 0.03%
14,790
STRZ
241
Starz Entertainment Corp
STRZ
$435M
$117K 0.03%
10,000
-2
NNOX icon
242
Nano X Imaging
NNOX
$136M
$67.8K 0.02%
24,200
EHI
243
Western Asset Global High Income Fund
EHI
$181M
$64.1K 0.02%
10,000
-3,000
PNBK icon
244
Patriot National Bancorp
PNBK
$135M
$36.4K 0.01%
+20,000
OPK icon
245
Opko Health
OPK
$1.06B
$23.4K 0.01%
18,550
+2,000
FATE icon
246
Fate Therapeutics
FATE
$319M
$9.92K ﹤0.01%
10,098
DHI icon
247
D.R. Horton
DHI
$41.7B
-1,194
DVY icon
248
iShares Select Dividend ETF
DVY
$22.4B
-1,941
KMPR icon
249
Kemper
KMPR
$1.47B
-4,035
MFC icon
250
Manulife Financial
MFC
$62.9B
-8,608