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
$303M
AUM Growth
+$25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Buys

1
+$6.56M
2
+$844K
3
+$707K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$647K
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$622K

Top Sells

1
+$773K
2
+$604K
3
+$518K
4
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$345K
5
NVDA icon
NVIDIA
NVDA
+$321K

Sector Composition

1 Technology 30.4%
2 Healthcare 8.23%
3 Financials 6.75%
4 Consumer Staples 4.98%
5 Consumer Discretionary 4.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.19M 0.39%
11,747
+6,979
52
$1.17M 0.39%
20,000
53
$1.16M 0.38%
6,386
+17
54
$1.13M 0.37%
3,629
-183
55
$1.12M 0.37%
7,967
+29
56
$1.12M 0.37%
8,897
+27
57
$1.1M 0.36%
6,776
+158
58
$1.1M 0.36%
3,679
-55
59
$1.05M 0.35%
2,362
60
$1.04M 0.34%
4,561
+2,728
61
$1.03M 0.34%
13,404
+189
62
$1.02M 0.34%
9,634
-4
63
$1.02M 0.34%
1,115
+48
64
$1.01M 0.34%
25,777
+415
65
$981K 0.32%
24,516
-122
66
$964K 0.32%
4,595
-578
67
$940K 0.31%
14,861
+230
68
$938K 0.31%
4,448
+384
69
$919K 0.3%
36,105
70
$898K 0.3%
19,500
+6,952
71
$881K 0.29%
5,172
+152
72
$855K 0.28%
4,694
+500
73
$855K 0.28%
11,754
-180
74
$853K 0.28%
6,158
-26
75
$848K 0.28%
2,577
+4
1 2
3
4 5