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
51
$1.68M 0.43%
3,844
52
$1.68M 0.43%
10,107
+41
53
$1.66M 0.43%
76,775
-645
54
$1.62M 0.42%
37,466
55
$1.58M 0.41%
10,784
+102
56
$1.56M 0.4%
20,000
57
$1.56M 0.4%
13,893
-64
58
$1.49M 0.39%
2
59
$1.47M 0.38%
12,496
-20
60
$1.41M 0.37%
60,240
+122
61
$1.38M 0.36%
22,777
+49
62
$1.33M 0.34%
6,409
-47
63
$1.32M 0.34%
9,282
+290
64
$1.27M 0.33%
40,579
65
$1.25M 0.32%
44,716
+146
66
$1.23M 0.32%
8,820
-188
67
$1.23M 0.32%
6,306
+21
68
$1.23M 0.32%
5,027
+24
69
$1.19M 0.31%
785
+50
70
$1.14M 0.29%
36,105
71
$1.14M 0.29%
22,396
+16
72
$1.1M 0.28%
3,670
-250
73
$1.07M 0.28%
7,941
+3
74
$1.05M 0.27%
13,140
+514
75
$999K 0.26%
12,988
-175
1 2
3
4 5