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
$406M
AUM Growth
+$4.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
281
New
Increased
Reduced
Closed

Top Buys

1
+$2.22M
2
+$1.74M
3
+$1.59M
4
AMZN icon
Amazon
AMZN
+$1.36M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.29M

Top Sells

1
+$2.83M
2
+$2.22M
3
+$758K
4
CYBR
CyberArk
CYBR
+$669K
5
ILMN icon
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
FNDF icon
51
Schwab Fundamental International Large Company Index ETF
FNDF
$22.9B
$1.84M 0.45%
37,577
IWB icon
52
iShares Russell 1000 ETF
IWB
$45.6B
$1.72M 0.42%
4,819
DIS icon
53
Walt Disney
DIS
$184B
$1.7M 0.42%
17,631
+4
DFAS icon
54
Dimensional US Small Cap ETF
DFAS
$13.6B
$1.68M 0.41%
23,616
-290
ISRG icon
55
Intuitive Surgical
ISRG
$163B
$1.63M 0.4%
3,543
-38
ITOT icon
56
iShares Core S&P Total US Stock Market ETF
ITOT
$86.4B
$1.56M 0.38%
10,935
+21
SCHF icon
57
Schwab International Equity ETF
SCHF
$62.8B
$1.5M 0.37%
60,797
+386
PSX icon
58
Phillips 66
PSX
$65.5B
$1.45M 0.36%
7,936
+2
BRK.A icon
59
Berkshire Hathaway Class A
BRK.A
$1.02T
$1.44M 0.35%
2
IEFA icon
60
iShares Core MSCI EAFE ETF
IEFA
$181B
$1.36M 0.34%
15,037
+392
IWF icon
61
iShares Russell 1000 Growth ETF
IWF
$124B
$1.36M 0.33%
3,180
-21
BA icon
62
Boeing
BA
$172B
$1.36M 0.33%
6,810
+4,077
AMGN icon
63
Amgen
AMGN
$188B
$1.34M 0.33%
3,796
+112
QCOM icon
64
Qualcomm
QCOM
$143B
$1.33M 0.33%
10,363
+195
MRVL icon
65
Marvell Technology
MRVL
$117B
$1.32M 0.33%
+13,354
GE icon
66
GE Aerospace
GE
$312B
$1.32M 0.33%
4,658
+2,066
CAT icon
67
Caterpillar
CAT
$360B
$1.31M 0.32%
1,855
+15
FNDA icon
68
Schwab Fundamental US Small Company Index ETF
FNDA
$9.94B
$1.31M 0.32%
40,438
SCHA icon
69
Schwab U.S Small- Cap ETF
SCHA
$21.6B
$1.3M 0.32%
44,716
INTC icon
70
Intel
INTC
$344B
$1.28M 0.31%
28,938
+18,573
SDY icon
71
State Street SPDR S&P Dividend ETF
SDY
$20.9B
$1.26M 0.31%
8,640
+14
DFAX icon
72
Dimensional World ex US Core Equity 2 ETF
DFAX
$11.5B
$1.23M 0.3%
36,105
XLK icon
73
State Street Technology Select Sector SPDR ETF
XLK
$97.1B
$1.22M 0.3%
9,200
-38
WSM icon
74
Williams-Sonoma
WSM
$22.8B
$1.2M 0.3%
6,598
+269
VEA icon
75
Vanguard FTSE Developed Markets ETF
VEA
$220B
$1.18M 0.29%
18,478
+310
1 2
3
4 5