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
76
$828K 0.27%
13,469
+139
77
$818K 0.27%
7,151
+73
78
$801K 0.26%
535
+1
79
$799K 0.26%
2,523
80
$794K 0.26%
3,174
+114
81
$783K 0.26%
6,630
82
$750K 0.25%
10,000
+10
83
$745K 0.25%
16,975
+783
84
$728K 0.24%
3,114
-18
85
$727K 0.24%
9,904
-14
86
$722K 0.24%
1,547
87
$716K 0.24%
12,353
+18
88
$709K 0.23%
33,780
+375
89
$702K 0.23%
7,036
+37
90
$690K 0.23%
5,398
-169
91
$689K 0.23%
9,681
92
$688K 0.23%
3,686
+839
93
$676K 0.22%
12,024
+123
94
$672K 0.22%
17,596
+398
95
$661K 0.22%
7,602
+24
96
$635K 0.21%
3,660
97
$634K 0.21%
13,462
-410
98
$623K 0.21%
12,303
-739
99
$623K 0.21%
3,901
-29
100
$623K 0.21%
2,352
2 3
4
5 6