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Westmount Partners Portfolio holdings

AUM $457M
1-Year Est. Return 31.05%
This Fund
S&P 500
This Quarter Est. Return
+18.58%
1 Year Est. Return
+31.05%
3 Year Est. Return
+100.94%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$457M
AUM Growth
+$50.8M
Cap. Flow
-$3.4M
Cap. Flow %
-0.74%
Top 10 Hldgs %
38.36%
Holding
303
New
39
Increased
108
Reduced
65
Closed
28

Top Buys

1
AAPL icon
Apple
AAPL
+$3.37M
2
IDMO icon
Invesco S&P International Developed Momentum ETF
IDMO
+$2.37M
3
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.66M
4
ABNB icon
Airbnb
ABNB
+$1.04M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1M

Top Sells

1
MASI
Masimo
MASI
+$4.31M
2
XSHQ icon
Invesco S&P SmallCap Quality ETF
XSHQ
+$2.19M
3
ILMN icon
Illumina
ILMN
+$1.81M
4
ABBV icon
AbbVie
ABBV
+$1.39M
5
CACI icon
CACI
CACI
+$943K

Sector Composition

1 Technology 31.66%
2 Financials 7.3%
3 Communication Services 5.74%
4 Healthcare 5.7%
5 Consumer Discretionary 5.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PSX icon
76
Phillips 66
PSX
$80.7B
$1.35M 0.3%
7,987
+51
+0.6% +$8.78K
UPRO icon
77
ProShares UltraPro S&P 500
UPRO
$5.37B
$1.33M 0.29%
9,370
+884
+10% +$117K
DFAX icon
78
Dimensional World ex US Core Equity 2 ETF
DFAX
$11.8B
$1.3M 0.28%
35,355
-750
-2% -$27.6K
SDY icon
79
State Street SPDR S&P Dividend ETF
SDY
$21.9B
$1.3M 0.28%
8,526
-114
-1% -$17K
RDNT icon
80
RadNet
RDNT
$4.95B
$1.23M 0.27%
20,000
– –
VGT icon
81
Vanguard Information Technology ETF
VGT
$140B
$1.22M 0.27%
10,197
-1,803
-15% -$197K
BAC icon
82
Bank of America
BAC
$432B
$1.18M 0.26%
20,783
+1,001
+5% +$53.2K
IYW icon
83
iShares US Technology ETF
IYW
$24.4B
$1.14M 0.25%
4,530
– –
ABNB icon
84
Airbnb
ABNB
$87.7B
$1.1M 0.24%
+7,661
New +$1.04M
KO icon
85
Coca-Cola
KO
$365B
$1.07M 0.23%
13,166
+883
+7% +$69.7K
VCSH icon
86
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.8B
$1.07M 0.23%
13,485
-23
-0.2% -$1.82K
SCZ icon
87
iShares MSCI EAFE Small-Cap ETF
SCZ
$14B
$1.06M 0.23%
12,829
+263
+2% +$22K
VWO icon
88
Vanguard FTSE Emerging Markets ETF
VWO
$121B
$1.05M 0.23%
17,655
+4,495
+34% +$264K
RSI icon
89
Rush Street Interactive
RSI
$3.38B
$1.04M 0.23%
35,100
– –
SCHB icon
90
Schwab US Broad Market ETF
SCHB
$43.4B
$1.03M 0.23%
35,593
-933
-3% -$26.1K
FNDE icon
91
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$9.43B
$1.03M 0.23%
25,957
– –
CRBN icon
92
iShares Low Carbon Optimized MSCI ACWI ETF
CRBN
$1.13B
$1.03M 0.23%
4,067
-60
-1% -$14.8K
IONS icon
93
Ionis Pharmaceuticals
IONS
$9.03B
$1.03M 0.22%
12,961
– –
VIG icon
94
Vanguard Dividend Appreciation ETF
VIG
$111B
$1.02M 0.22%
4,314
+1
+0% +$230
TSM icon
95
TSMC
TSM
$2.13T
$1M 0.22%
2,104
-377
-15% -$153K
GS icon
96
Goldman Sachs
GS
$323B
$1M 0.22%
992
+70
+8% +$68.2K
GEV icon
97
GE Vernova
GEV
$278B
$1M 0.22%
851
+101
+13% +$103K
SCHE icon
98
Schwab Emerging Markets Equity ETF
SCHE
$12.5B
$997K 0.22%
27,508
– –
IEMG icon
99
iShares Core MSCI Emerging Markets ETF
IEMG
$151B
$937K 0.2%
11,308
+3,683
+48% +$294K
IJH icon
100
iShares Core S&P Mid-Cap ETF
IJH
$123B
$923K 0.2%
11,964
+459
+4% +$33.7K
2 3
4
5 6

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