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
76
$708K 0.29%
10,290
-420
77
$702K 0.29%
13,872
+410
78
$696K 0.28%
54,631
79
$695K 0.28%
20,000
-10,000
80
$685K 0.28%
9,587
+450
81
$677K 0.28%
9,628
+217
82
$656K 0.27%
6,021
+179
83
$656K 0.27%
12,327
-2,066
84
$655K 0.27%
2,523
85
$650K 0.27%
15,820
+1,743
86
$649K 0.26%
6,960
+31
87
$623K 0.25%
6,176
+30
88
$596K 0.24%
1,022
+107
89
$595K 0.24%
3,601
+1
90
$591K 0.24%
31,869
+1,299
91
$590K 0.24%
2,352
92
$582K 0.24%
3,108
+41
93
$581K 0.24%
24,616
94
$578K 0.24%
10,420
+75
95
$573K 0.23%
3,887
+520
96
$563K 0.23%
484
97
$561K 0.23%
5,095
-113
98
$540K 0.22%
10,532
-1,254
99
$524K 0.21%
2,354
-171
100
$523K 0.21%
2,247
-386
2 3
4
5 6