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
$364M
AUM Growth
+$36.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1
+$2.7M
2
+$2.33M
3
+$2.05M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.85M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.3M

Top Sells

1
+$3.72M
2
+$2.48M
3
+$1.41M
4
PM icon
Philip Morris
PM
+$1.26M
5
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$1.12M

Sector Composition

1 Technology 29.24%
2 Financials 8.22%
3 Healthcare 7.09%
4 Communication Services 5.4%
5 Consumer Discretionary 5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
QCOM icon
51
Qualcomm
QCOM
$176B
$1.6M 0.44%
10,066
-21
VUG icon
52
Vanguard Growth ETF
VUG
$195B
$1.57M 0.43%
3,581
+3
XOM icon
53
Exxon Mobil
XOM
$479B
$1.5M 0.41%
13,957
-438
FNDF icon
54
Schwab Fundamental International Large Company Index ETF
FNDF
$18.4B
$1.5M 0.41%
37,466
+19
BRK.A icon
55
Berkshire Hathaway Class A
BRK.A
$1.06T
$1.46M 0.4%
2
ITOT icon
56
iShares Core S&P Total US Stock Market ETF
ITOT
$77.6B
$1.44M 0.4%
10,682
+27
TSLA icon
57
Tesla
TSLA
$1.46T
$1.37M 0.38%
4,308
-885
FICO icon
58
Fair Isaac
FICO
$38.8B
$1.34M 0.37%
735
+190
SCHF icon
59
Schwab International Equity ETF
SCHF
$52.4B
$1.33M 0.36%
60,118
IWF icon
60
iShares Russell 1000 Growth ETF
IWF
$122B
$1.33M 0.36%
3,129
SPGI icon
61
S&P Global
SPGI
$144B
$1.3M 0.36%
2,467
+5
VEA icon
62
Vanguard FTSE Developed Markets ETF
VEA
$178B
$1.3M 0.36%
22,728
-323
IVE icon
63
iShares S&P 500 Value ETF
IVE
$41.7B
$1.26M 0.35%
6,456
+15
SDY icon
64
SPDR S&P Dividend ETF
SDY
$20.2B
$1.22M 0.34%
9,008
+30
FNDA icon
65
Schwab Fundamental US Small Company Index ETF
FNDA
$9.03B
$1.16M 0.32%
40,579
XLK icon
66
Technology Select Sector SPDR Fund
XLK
$93.7B
$1.14M 0.31%
4,496
-18
RDNT icon
67
RadNet
RDNT
$5.92B
$1.14M 0.31%
20,000
SCHA icon
68
Schwab U.S Small- Cap ETF
SCHA
$20.3B
$1.13M 0.31%
44,570
+97
AMGN icon
69
Amgen
AMGN
$161B
$1.09M 0.3%
3,920
+30
DFAX icon
70
Dimensional World ex US Core Equity 2 ETF
DFAX
$9.58B
$1.06M 0.29%
36,105
BAC icon
71
Bank of America
BAC
$376B
$1.06M 0.29%
22,380
+16
WSM icon
72
Williams-Sonoma
WSM
$22.6B
$1.03M 0.28%
6,285
+25
VCSH icon
73
Vanguard Short-Term Corporate Bond ETF
VCSH
$39.4B
$1M 0.28%
12,626
-240
HON icon
74
Honeywell
HON
$129B
$993K 0.27%
4,265
-59
AXP icon
75
American Express
AXP
$241B
$981K 0.27%
3,077
-245
1 2
3
4 5