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
$364M
AUM Growth
+$36.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1
+$2.7M
2
+$2.33M
3
+$2.05M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.85M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.3M

Top Sells

1
+$3.72M
2
+$2.48M
3
+$1.41M
4
PM icon
Philip Morris
PM
+$1.26M
5
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$1.12M

Sector Composition

1 Technology 29.24%
2 Financials 8.22%
3 Healthcare 7.09%
4 Communication Services 5.4%
5 Consumer Discretionary 5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GBTC icon
101
Grayscale Bitcoin Trust
GBTC
$42.6B
$677K 0.19%
7,983
-124
VTV icon
102
Vanguard Value ETF
VTV
$147B
$669K 0.18%
3,787
PM icon
103
Philip Morris
PM
$246B
$662K 0.18%
3,633
-6,924
ABT icon
104
Abbott
ABT
$224B
$659K 0.18%
4,848
-208
IWD icon
105
iShares Russell 1000 Value ETF
IWD
$64.4B
$658K 0.18%
3,388
-55
PEP icon
106
PepsiCo
PEP
$210B
$647K 0.18%
4,900
-78
VWO icon
107
Vanguard FTSE Emerging Markets ETF
VWO
$102B
$637K 0.18%
12,882
+10
MCD icon
108
McDonald's
MCD
$220B
$635K 0.17%
2,173
-82
COP icon
109
ConocoPhillips
COP
$108B
$634K 0.17%
7,066
CYBR icon
110
CyberArk
CYBR
$24.8B
$610K 0.17%
1,500
+500
MGK icon
111
Vanguard Mega Cap Growth ETF
MGK
$30.8B
$603K 0.17%
1,646
SHOP icon
112
Shopify
SHOP
$205B
$589K 0.16%
5,107
+35
LMT icon
113
Lockheed Martin
LMT
$116B
$589K 0.16%
1,271
+5
VHT icon
114
Vanguard Health Care ETF
VHT
$15.9B
$584K 0.16%
2,352
COIN icon
115
Coinbase
COIN
$86.3B
$573K 0.16%
1,635
+188
IWP icon
116
iShares Russell Mid-Cap Growth ETF
IWP
$20.5B
$565K 0.16%
4,072
T icon
117
AT&T
T
$188B
$564K 0.16%
19,505
-2,099
VGT icon
118
Vanguard Information Technology ETF
VGT
$109B
$564K 0.15%
850
+45
CVX icon
119
Chevron
CVX
$308B
$546K 0.15%
3,810
-407
LOW icon
120
Lowe's Companies
LOW
$137B
$532K 0.15%
2,397
-160
VEU icon
121
Vanguard FTSE All-World ex-US ETF
VEU
$51B
$526K 0.14%
7,823
IWR icon
122
iShares Russell Mid-Cap ETF
IWR
$44.3B
$525K 0.14%
5,706
RSI icon
123
Rush Street Interactive
RSI
$1.65B
$523K 0.14%
35,100
EEM icon
124
iShares MSCI Emerging Markets ETF
EEM
$20.6B
$515K 0.14%
10,676
-297
VO icon
125
Vanguard Mid-Cap ETF
VO
$87.5B
$513K 0.14%
1,835
3 4
5
6 7