WP

Westmount Partners Portfolio holdings

AUM $387M
1-Year Est. Return 25.68%
This Quarter Est. Return
1 Year Est. Return
+25.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$245M
AUM Growth
+$17.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$413K
2
+$382K
3
+$365K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$330K
5
NVDA icon
NVIDIA
NVDA
+$297K

Top Sells

1
+$2.71M
2
+$1.31M
3
+$1.15M
4
ATVI
Activision Blizzard
ATVI
+$866K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$764K

Sector Composition

1 Technology 30.41%
2 Healthcare 10.3%
3 Financials 6.66%
4 Consumer Discretionary 5.34%
5 Consumer Staples 4.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.99M 0.81%
8,382
-2,009
27
$1.98M 0.81%
2,997
-123
28
$1.88M 0.77%
11,050
+111
29
$1.86M 0.76%
24,619
+890
30
$1.85M 0.76%
13,268
+405
31
$1.79M 0.73%
30,083
32
$1.71M 0.7%
18,949
+2
33
$1.6M 0.65%
75,750
+5,227
34
$1.54M 0.63%
5,903
-135
35
$1.52M 0.62%
15,188
-278
36
$1.46M 0.6%
2,997
-434
37
$1.44M 0.59%
4,078
+385
38
$1.35M 0.55%
5,422
+1,663
39
$1.3M 0.53%
18,850
+2,659
40
$1.3M 0.53%
9,194
-158
41
$1.27M 0.52%
3,766
-9
42
$1.25M 0.51%
8,649
+141
43
$1.16M 0.47%
24,159
+2,672
44
$1.13M 0.46%
6,672
-120
45
$1.11M 0.45%
7,455
-193
46
$1.11M 0.45%
14,786
+4,392
47
$1.11M 0.45%
10,514
+79
48
$1.11M 0.45%
8,847
-12
49
$1.1M 0.45%
22,363
-509
50
$1.06M 0.43%
7,996
-8
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2
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