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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 | |
|---|---|---|---|---|---|---|
|
SPYM
251
State Street SPDR Portfolio S&P 500 ETF
SPYM
$158B
| $202K | 0.04% |
+2,302
| New | +$196K |
|
252
Arista Networks
ANET
$212B
| $201K | 0.04% |
+1,182
| New | +$186K |
|
253
CALL
Western Digital
WDC
$161B
| $192K | 0.04% |
+300
| New | +$146K |
|
254
Mattel
MAT
$4.26B
| $189K | 0.04% |
13,637
| – | – |
|
255
CALL
Celestica
CLS
$34.9B
| $146K | 0.03% |
+400
| New | +$150K |
|
|
256
CALL
Apple
AAPL
$4.89T
| $145K | 0.03% |
+500
| New | +$143K |
|
257
Goldman Sachs BDC
GSBD
$1.02B
| $140K | 0.03% |
14,790
-220
| -1% | -$2.04K |
|
|
SNDK
258
Sandisk
SNDK
$209B
| $139K | 0.03% |
+61
| New | +$87.1K |
|
|
259
Western Digital
WDC
$161B
| $137K | 0.03% |
+215
| New | +$105K |
|
260
CALL
Eli Lilly
LLY
$1.04T
| $120K | 0.03% |
+100
| New | +$102K |
|
261
CALL
GE Vernova
GEV
$278B
| $117K | 0.03% |
+100
| New | +$102K |
|
262
CALL
Seagate
STX
$169B
| $96.5K | 0.02% |
+100
| New | +$76.3K |
|
263
Patriot National Bancorp
PNBK
$143M
| $95.8K | 0.02% |
100,000
| – | – |
|
264
CALL
Tesla
TSLA
$1.47T
| $84.1K | 0.02% |
+200
| New | +$79.5K |
|
265
Blend Labs
BLND
$431M
| $77K | 0.02% |
+45,000
| New | +$71.8K |
|
266
Allogene Therapeutics
ALLO
$618M
| $74.9K | 0.02% |
+36,000
| New | +$79.1K |
|
267
CALL
Applied Materials
AMAT
$445B
| $72.3K | 0.02% |
+100
| New | +$46.1K |
|
268
CALL
NVIDIA
NVDA
$5.02T
| $60K | 0.01% |
+300
| New | +$61.7K |
|
269
CALL
TSMC
TSM
$2.13T
| $47.8K | 0.01% |
+100
| New | +$40.6K |
|
270
Direxion Daily Semiconductor Bull 3X ETF
SOXL
$18.9B
| $40K | 0.01% |
+150
| New | +$25.2K |
|
271
CALL
Broadcom
AVGO
$1.78T
| $37.8K | 0.01% |
+100
| New | +$40.1K |
|
272
Nano X Imaging
NNOX
$72.4M
| $28.1K | 0.01% |
24,200
| – | – |
|
273
Opko Health
OPK
$899M
| $27.8K | 0.01% |
18,550
| – | – |
|
274
Fate Therapeutics
FATE
$318M
| $27.3K | 0.01% |
10,098
| – | – |
|
275
FingerMotion
FNGR
$21.3M
| $7.57K | ﹤0.01% |
20,000
| – | – |
|
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