WP
Westmount Partners Portfolio holdings
AUM
$401M
1-Year Est. Return
24.89%
1 Year Est. Return
+24.89%
AUM
$401M
AUM Growth
+$13.9M
(+3.6%)
Holding
252
Top Buys
| 1 | +$4.03M | |
| 2 | +$2.98M | |
| 3 | +$2.83M | |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$1.2M |
| 5 |
Amazon
AMZN
|
+$994K |
Top Sells
| 1 | +$2.49M | |
| 2 | +$985K | |
| 3 | +$984K | |
| 4 |
iShares Russell 2000 ETF
IWM
|
+$628K |
| 5 |
Fair Isaac
FICO
|
+$573K |
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 | |
|---|---|---|---|---|---|---|
251
iShares Select Dividend ETF
DVY
$21.8B
| – | – |
-1,941
|
|
||
252
D.R. Horton
DHI
$46.4B
| – | – |
-1,194
|
|