WP

Westmount Partners Portfolio holdings

AUM $406M
1-Year Est. Return 26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$387M
AUM Growth
+$23.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
258
New
Increased
Reduced
Closed

Top Buys

1
+$1.2M
2
+$410K
3
+$348K
4
MSTR icon
Strategy Inc
MSTR
+$331K
5
MELI icon
Mercado Libre
MELI
+$250K

Top Sells

1
+$2.41M
2
+$1.3M
3
+$1.1M
4
AAPL icon
Apple
AAPL
+$947K
5
MGV icon
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
26
$3.18M 0.82%
3,467
-4
27
$3.1M 0.8%
25,973
+12
28
$2.89M 0.75%
41,518
-138
29
$2.79M 0.72%
105,341
30
$2.78M 0.72%
8,948
+65
31
$2.69M 0.7%
60,240
32
$2.6M 0.67%
6,546
-239
33
$2.54M 0.66%
10,484
-93
34
$2.47M 0.64%
30,603
-472
35
$2.4M 0.62%
25,500
+292
36
$2.36M 0.61%
83,689
-2,310
37
$2.29M 0.59%
6,585
-30
38
$2.28M 0.59%
14,915
-1,937
39
$2.16M 0.56%
40,000
40
$2.15M 0.56%
42,841
+198
41
$2.11M 0.54%
79,827
42
$2.1M 0.54%
18,588
-371
43
$2.08M 0.54%
64,666
+13
44
$1.88M 0.49%
4,092
-216
45
$1.84M 0.48%
9,914
-2,890
46
$1.78M 0.46%
14,716
+4
47
$1.77M 0.46%
4,819
48
$1.73M 0.45%
3,586
+5
49
$1.71M 0.44%
24,965
-1,233
50
$1.69M 0.44%
2,050
-305
1
2
3 4 5