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
76
$961K 0.25%
14,871
+2,372
77
$960K 0.25%
4,425
+252
78
$942K 0.24%
25,957
79
$938K 0.24%
8,321
+95
80
$929K 0.24%
10,568
-536
81
$927K 0.24%
4,066
+175
82
$925K 0.24%
5,504
+58
83
$924K 0.24%
27,508
84
$897K 0.23%
4,529
+4
85
$883K 0.23%
1,837
-1
86
$881K 0.23%
9,870
-4
87
$853K 0.22%
12,961
88
$846K 0.22%
32,802
-513
89
$833K 0.22%
12,467
-14
90
$809K 0.21%
12,210
-48
91
$794K 0.21%
12,131
-130
92
$793K 0.2%
3,112
+163
93
$782K 0.2%
1,364
-15
94
$780K 0.2%
8,344
+59
95
$773K 0.2%
2,570
-774
96
$764K 0.2%
5,107
97
$758K 0.2%
7,808
-165
98
$736K 0.19%
7,983
99
$735K 0.19%
1,500
100
$727K 0.19%
1,797
+151
2 3
4
5 6