WP
Westmount Partners Portfolio holdings
AUM
$401M
1-Year Est. Return
24.89%
1 Year Est. Return
+24.89%
AUM
$387M
AUM Growth
+$23.1M
(+6.3%)
Holding
258
Top Buys
| 1 | +$1.24M | |
| 2 | +$447K | |
| 3 | +$357K | |
| 4 |
ASML
ASML
|
+$315K |
| 5 |
Strategy Inc
MSTR
|
+$302K |
Top Sells
| 1 | +$2.41M | |
| 2 | +$1.3M | |
| 3 | +$1.18M | |
| 4 |
Apple
AAPL
|
+$1.07M |
| 5 |
Vanguard Mega Cap Value ETF
MGV
|
+$870K |
Sector Composition
| 1 | Technology | 31.23% |
| 2 | Financials | 7.75% |
| 3 | Healthcare | 6.85% |
| 4 | Communication Services | 5.45% |
| 5 | Consumer Discretionary | 4.78% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
251
Vanguard Mega Cap Value ETF
MGV
$11.2B
| – | – |
-6,630
|
|
||
252
Linde
LIN
$205B
| – | – |
-427
|
|
||
253
iShares Russell Mid-Cap Value ETF
IWS
$15B
| – | – |
-3,258
|
|
||
254
iShares Russell Mid-Cap Growth ETF
IWP
$21.2B
| – | – |
-4,072
|
|
||
255
Genuine Parts
GPC
$18.6B
| – | – |
-2,677
|
|
||
256
Bank of Hawaii
BOH
$2.81B
| – | – |
-3,201
|
|
||
257
AutoZone
AZO
$57.5B
| – | – |
-69
|
|
||
258
Ameriprise Financial
AMP
$47.1B
| – | – |
-568
|
|