WP
Westmount Partners Portfolio holdings
AUM
$406M
1-Year Est. Return
26%
This Fund
S&P 500
1 Year Est. Return
+26%
AUM
$406M
AUM Growth
+$4.77M
(+1.2%)
Holding
281
Top Buys
| 1 | +$2.22M | |
| 2 | +$1.74M | |
| 3 | +$1.59M | |
| 4 |
Amazon
AMZN
|
+$1.36M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$1.29M |
Top Sells
| 1 | +$2.83M | |
| 2 | +$2.22M | |
| 3 | +$758K | |
| 4 |
CYBR
CyberArk
CYBR
|
+$669K |
| 5 |
Illumina
ILMN
|
+$654K |
Sector Composition
| 1 | Technology | 29.86% |
| 2 | Financials | 7.63% |
| 3 | Healthcare | 7.21% |
| 4 | Communication Services | 5.85% |
| 5 | Consumer Discretionary | 5.09% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
CYBR
276
DELISTED
CyberArk
CYBR
| – | – |
-1,500
|
|
||
277
Danaher
DHR
$128B
| – | – |
-1,076
|
|
||
278
Invesco Equal Weight 0-30 Year Treasury ETF
GOVI
$1.18B
| – | – |
-40,000
|
|
||
279
Intuit
INTU
$97.3B
| – | – |
-343
|
|
||
280
Mercado Libre
MELI
$86.9B
| – | – |
-214
|
|
||
281
Parsons
PSN
$6.57B
| – | – |
-3,376
|
|