WP
Westmount Partners Portfolio holdings
AUM
$401M
1-Year Est. Return
24.94%
This Fund
S&P 500
1 Year Est. Return
+24.94%
AUM
$387M
AUM Growth
+$23.1M
(+6.3%)
Holding
258
Top Buys
| 1 | +$1.2M | |
| 2 | +$410K | |
| 3 | +$348K | |
| 4 |
Strategy Inc
MSTR
|
+$331K |
| 5 |
Mercado Libre
MELI
|
+$250K |
Top Sells
| 1 | +$2.41M | |
| 2 | +$1.3M | |
| 3 | +$1.1M | |
| 4 |
Apple
AAPL
|
+$947K |
| 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
Genuine Parts
GPC
$16.3B
| – | – |
-2,677
|
|
||
252
iShares Russell Mid-Cap Growth ETF
IWP
$20B
| – | – |
-4,072
|
|
||
253
iShares Russell Mid-Cap Value ETF
IWS
$15.3B
| – | – |
-3,258
|
|
||
254
Linde
LIN
$236B
| – | – |
-427
|
|
||
|
255
Vanguard Mega Cap Value ETF
MGV
$11.7B
| – | – |
-6,630
|
|
||
256
S&P Global
SPGI
$132B
| – | – |
-2,467
|
|
||
257
Texas Instruments
TXN
$190B
| – | – |
-1,136
|
|
||
258
Vanguard S&P 500 Growth ETF
VOOG
$21.7B
| – | – |
-1,195
|
|