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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
Cap. Flow
-$3.4M
Cap. Flow %
-0.74%
Top 10 Hldgs %
38.36%
Holding
303
New
39
Increased
108
Reduced
65
Closed
28

Top Buys

1
AAPL icon
Apple
AAPL
+$3.37M
2
IDMO icon
Invesco S&P International Developed Momentum ETF
IDMO
+$2.37M
3
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.66M
4
ABNB icon
Airbnb
ABNB
+$1.04M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1M

Top Sells

1
MASI
Masimo
MASI
+$4.31M
2
XSHQ icon
Invesco S&P SmallCap Quality ETF
XSHQ
+$2.19M
3
ILMN icon
Illumina
ILMN
+$1.81M
4
ABBV icon
AbbVie
ABBV
+$1.39M
5
CACI icon
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
ACN icon
276
Accenture
ACN
$88.5B
– –
-1,030
Closed -$204K
ADBE icon
277
Adobe
ADBE
$93.5B
– –
-1,137
Closed -$276K
CAH icon
278
Cardinal Health
CAH
$53.6B
– –
-2,338
Closed -$494K
CMI icon
279
Cummins
CMI
$89.4B
– –
-459
Closed -$247K
CRBU icon
280
Caribou Biosciences
CRBU
$165M
– –
-19,609
Closed -$37.3K
CRM icon
281
Salesforce
CRM
$141B
– –
-1,134
Closed -$212K
CRWD icon
282
CrowdStrike
CRWD
$207B
– –
-6,660
Closed -$650K
DFIC icon
283
Dimensional International Core Equity 2 ETF
DFIC
$14.4B
– –
-16,750
Closed -$595K
DIHP icon
284
Dimensional International High Profitability ETF
DIHP
$6.18B
– –
-10,850
Closed -$350K
EHI
285
Western Asset Global High Income Fund
EHI
$180M
– –
-10,000
Closed -$59K
HON icon
286
Honeywell
HON
$71.7B
– –
-4,150
Closed -$938K
IBIT icon
287
iShares Bitcoin Trust
IBIT
$47.1B
– –
-8,135
Closed -$313K
ICE icon
288
Intercontinental Exchange
ICE
$80.2B
– –
-1,410
Closed -$222K
IWM icon
289
PUT
iShares Russell 2000 ETF
IWM
$82.6B
– –
-86,200
Closed -$186K
JBND icon
290
JPMorgan Active Bond ETF
JBND
$8.32B
– –
-11,000
Closed -$591K
JMST icon
291
JPMorgan Ultra-Short Municipal Income ETF
JMST
$7.02B
– –
-9,900
Closed -$505K
JMUB icon
292
JPMorgan Municipal ETF
JMUB
$8.06B
– –
-6,985
Closed -$349K
MASI
293
DELISTED
Masimo
MASI
– –
-24,232
Closed -$4.31M
MLI icon
294
Mueller Industries
MLI
$13B
– –
-6,980
Closed -$387K
NKE icon
295
Nike
NKE
$66B
– –
-4,927
Closed -$260K
NOW icon
296
ServiceNow
NOW
$107B
– –
-3,020
Closed -$316K
PSLV icon
297
Sprott Physical Silver Trust
PSLV
$11.4B
– –
-22,866
Closed -$558K
RCL icon
298
Royal Caribbean
RCL
$78.8B
– –
-1,040
Closed -$286K
SNOW icon
299
Snowflake
SNOW
$93.6B
– –
-1,511
Closed -$228K
UBER icon
300
Uber
UBER
$151B
– –
-3,760
Closed -$270K
9 10 11
12
13

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