WP
Westmount Partners Portfolio holdings
AUM
$387M
1-Year Est. Return
25.68%
1 Year Est. Return
+25.68%
AUM
$364M
AUM Growth
+$36.3M
(+11%)
Holding
257
Top Buys
| 1 | +$2.7M | |
| 2 | +$2.33M | |
| 3 | +$2.05M | |
| 4 |
iShares Core S&P Small-Cap ETF
IJR
|
+$1.85M |
| 5 |
Schwab US Large-Cap Growth ETF
SCHG
|
+$1.3M |
Top Sells
| 1 | +$3.72M | |
| 2 | +$2.48M | |
| 3 | +$1.41M | |
| 4 |
Philip Morris
PM
|
+$1.26M |
| 5 |
iShares Core MSCI International Developed Markets ETF
IDEV
|
+$1.12M |
Sector Composition
| 1 | Technology | 29.24% |
| 2 | Financials | 8.22% |
| 3 | Healthcare | 7.09% |
| 4 | Communication Services | 5.4% |
| 5 | Consumer Discretionary | 5% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
251
Schwab US Dividend Equity ETF
SCHD
$70B
| – | – |
-11,713
|
|
||
252
SPDR S&P 400 Mid Cap Growth ETF
MDYG
$2.39B
| – | – |
-2,817
|
|
||
253
Mondelez International
MDLZ
$80.8B
| – | – |
-6,781
|
|
||
254
JPMorgan Ultra-Short Income ETF
JPST
$34.1B
| – | – |
-4,836
|
|
||
255
iShares Core Total USD Bond Market ETF
IUSB
$33.6B
| – | – |
-4,908
|
|
||
|
256
iShares Core MSCI International Developed Markets ETF
IDEV
$22.4B
| – | – |
-16,212
|
|
||
257
General Mills
GIS
$25.8B
| – | – |
-4,933
|
|