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
$387M
AUM Growth
+$23.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
258
New
Increased
Reduced
Closed

Top Buys

1
+$1.24M
2
+$447K
3
+$357K
4
ASML icon
ASML
ASML
+$315K
5
MSTR icon
Strategy Inc
MSTR
+$302K

Top Sells

1
+$2.41M
2
+$1.3M
3
+$1.18M
4
AAPL icon
Apple
AAPL
+$1.07M
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
RSI icon
101
Rush Street Interactive
RSI
$1.65B
$704K 0.18%
35,100
VWO icon
102
Vanguard FTSE Emerging Markets ETF
VWO
$102B
$703K 0.18%
12,899
+17
IWD icon
103
iShares Russell 1000 Value ETF
IWD
$64.4B
$691K 0.18%
3,388
VTV icon
104
Vanguard Value ETF
VTV
$147B
$684K 0.18%
3,662
-125
AXP icon
105
American Express
AXP
$241B
$684K 0.18%
2,081
-996
COP icon
106
ConocoPhillips
COP
$108B
$668K 0.17%
6,997
-69
COIN icon
107
Coinbase
COIN
$86.3B
$656K 0.17%
1,896
+261
MSB
108
Mesabi Trust
MSB
$410M
$653K 0.17%
20,856
ABT icon
109
Abbott
ABT
$224B
$652K 0.17%
4,883
+35
APO icon
110
Apollo Global Management
APO
$69.4B
$650K 0.17%
5,000
MCD icon
111
McDonald's
MCD
$220B
$649K 0.17%
2,161
-12
VGT icon
112
Vanguard Information Technology ETF
VGT
$109B
$640K 0.17%
850
VHT icon
113
Vanguard Health Care ETF
VHT
$15.9B
$627K 0.16%
2,352
LMT icon
114
Lockheed Martin
LMT
$116B
$626K 0.16%
1,255
-16
BA icon
115
Boeing
BA
$161B
$619K 0.16%
2,876
-532
TSM icon
116
TSMC
TSM
$1.53T
$613K 0.16%
2,126
LOW icon
117
Lowe's Companies
LOW
$137B
$593K 0.15%
2,391
-6
EEM icon
118
iShares MSCI Emerging Markets ETF
EEM
$20.6B
$586K 0.15%
10,894
+218
PM icon
119
Philip Morris
PM
$246B
$582K 0.15%
3,615
-18
PEP icon
120
PepsiCo
PEP
$210B
$572K 0.15%
3,997
-903
CVX icon
121
Chevron
CVX
$308B
$567K 0.15%
3,666
-144
CLS icon
122
Celestica
CLS
$31.8B
$554K 0.14%
2,200
+200
VEU icon
123
Vanguard FTSE All-World ex-US ETF
VEU
$51B
$551K 0.14%
7,662
-161
IWR icon
124
iShares Russell Mid-Cap ETF
IWR
$44.3B
$551K 0.14%
5,706
SLV icon
125
iShares Silver Trust
SLV
$25.3B
$539K 0.14%
12,560
+1
3 4
5
6 7