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
$406M
AUM Growth
+$4.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
281
New
Increased
Reduced
Closed

Top Buys

1
+$2.22M
2
+$1.74M
3
+$1.59M
4
AMZN icon
Amazon
AMZN
+$1.36M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.29M

Top Sells

1
+$2.83M
2
+$2.22M
3
+$758K
4
CYBR
CyberArk
CYBR
+$669K
5
ILMN icon
Illumina
ILMN
+$654K

Sector Composition

1 Technology 29.86%
2 Financials 7.63%
3 Healthcare 7.21%
4 Communication Services 5.85%
5 Consumer Discretionary 5.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CVX icon
101
Chevron
CVX
$366B
$751K 0.19%
3,632
-80
VB icon
102
Vanguard Small-Cap ETF
VB
$76.9B
$743K 0.18%
2,836
-276
PANW icon
103
Palo Alto Networks
PANW
$136B
$737K 0.18%
+4,600
PEP icon
104
PepsiCo
PEP
$216B
$729K 0.18%
4,693
+681
DFAT icon
105
Dimensional US Targeted Value ETF
DFAT
$13.5B
$728K 0.18%
11,656
+2,780
IWD icon
106
iShares Russell 1000 Value ETF
IWD
$74.8B
$724K 0.18%
3,388
VTV icon
107
Vanguard Value ETF
VTV
$170B
$719K 0.18%
3,663
+1
VWO icon
108
Vanguard FTSE Emerging Markets ETF
VWO
$120B
$711K 0.18%
13,160
+128
VCIT icon
109
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$64.8B
$697K 0.17%
+8,420
NEE icon
110
NextEra Energy
NEE
$192B
$688K 0.17%
7,402
+742
VTES icon
111
Vanguard Short-Term Tax-Exempt Bond ETF
VTES
$1.84B
$687K 0.17%
+6,797
MCD icon
112
McDonald's
MCD
$221B
$685K 0.17%
2,204
+31
MA icon
113
Mastercard
MA
$465B
$676K 0.17%
1,352
-11
LRCX icon
114
Lam Research
LRCX
$334B
$669K 0.16%
3,130
+34
MGK icon
115
Vanguard Mega Cap Growth ETF
MGK
$31.4B
$656K 0.16%
1,785
-8
GEV icon
116
GE Vernova
GEV
$270B
$655K 0.16%
750
+321
CRWD icon
117
CrowdStrike
CRWD
$108B
$650K 0.16%
1,665
+1,080
VHT icon
118
Vanguard Health Care ETF
VHT
$16.6B
$641K 0.16%
2,352
BMY icon
119
Bristol-Myers Squibb
BMY
$123B
$629K 0.15%
10,367
+11
SHOP icon
120
Shopify
SHOP
$171B
$629K 0.15%
5,300
-77
BX icon
121
Blackstone
BX
$100B
$628K 0.15%
5,459
+19
DFIC icon
122
Dimensional International Core Equity 2 ETF
DFIC
$13.9B
$595K 0.15%
+16,750
JBND icon
123
JPMorgan Active Bond ETF
JBND
$7.15B
$591K 0.15%
+11,000
MRK icon
124
Merck
MRK
$294B
$588K 0.14%
4,890
+319
PM icon
125
Philip Morris
PM
$246B
$581K 0.14%
3,511
+9
3 4
5
6 7