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
51
$1.05M 0.43%
13,583
+962
52
$1.05M 0.43%
3,460
-1,528
53
$1.04M 0.43%
25,874
+1,999
54
$1.04M 0.42%
2,362
55
$1.03M 0.42%
5,941
+2,096
56
$1.03M 0.42%
3,320
+68
57
$1M 0.41%
16,986
+574
58
$976K 0.4%
3,721
+20
59
$956K 0.39%
8,834
-92
60
$906K 0.37%
3,054
-139
61
$882K 0.36%
36,105
-1,448
62
$854K 0.35%
4,073
+3
63
$843K 0.34%
2,927
-31
64
$835K 0.34%
13,496
+682
65
$822K 0.34%
7,078
66
$793K 0.32%
15,779
+354
67
$791K 0.32%
23,487
-357
68
$788K 0.32%
17,976
+553
69
$788K 0.32%
10,539
+410
70
$787K 0.32%
3,019
-240
71
$778K 0.32%
5,018
-153
72
$776K 0.32%
2,623
-39
73
$749K 0.31%
8,189
+604
74
$725K 0.3%
6,630
75
$713K 0.29%
4,184
-2,036
1 2
3
4 5