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
101
$513K 0.21%
30,555
+11
102
$502K 0.21%
5,391
+391
103
$502K 0.21%
5,229
+105
104
$498K 0.2%
12,352
+88
105
$487K 0.2%
16,917
-1,586
106
$484K 0.2%
4,453
-193
107
$481K 0.2%
8,574
108
$481K 0.2%
1,959
+107
109
$479K 0.2%
6,158
110
$469K 0.19%
12,452
+516
111
$464K 0.19%
8,876
112
$455K 0.19%
2,749
-8
113
$453K 0.19%
861
-17
114
$448K 0.18%
7,990
115
$448K 0.18%
4,758
+122
116
$444K 0.18%
4,359
117
$441K 0.18%
4,775
-4,146
118
$441K 0.18%
8,058
-977
119
$441K 0.18%
1,033
-196
120
$439K 0.18%
6,673
121
$432K 0.18%
3,299
-987
122
$426K 0.17%
20,856
123
$424K 0.17%
4,057
124
$421K 0.17%
6,931
-564
125
$418K 0.17%
20,156
+3,320
3 4
5
6 7