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
101
$616K 0.2%
3,361
+491
102
$610K 0.2%
7,893
-353
103
$594K 0.2%
5,000
104
$571K 0.19%
18,500
+3,772
105
$569K 0.19%
3,577
-861
106
$546K 0.18%
5,294
+199
107
$541K 0.18%
28,516
-1,604
108
$511K 0.17%
20,096
+8
109
$506K 0.17%
2,367
+13
110
$502K 0.17%
6,883
111
$495K 0.16%
6,158
-5
112
$493K 0.16%
11,810
-183
113
$487K 0.16%
17,262
-1,313
114
$486K 0.16%
8,274
115
$473K 0.16%
50,000
116
$461K 0.15%
792
117
$460K 0.15%
1,052
+42
118
$456K 0.15%
8,876
119
$452K 0.15%
4,120
+62
120
$448K 0.15%
1,863
-391
121
$447K 0.15%
+6,857
122
$433K 0.14%
6,196
-735
123
$432K 0.14%
10,465
+123
124
$426K 0.14%
1,895
+42
125
$420K 0.14%
2,663
-161
3 4
5
6 7