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Westmount Partners Portfolio holdings

AUM $457M
1-Year Est. Return 31.05%
This Fund
S&P 500
This Quarter Est. Return
+18.58%
1 Year Est. Return
+31.05%
3 Year Est. Return
+100.94%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$457M
AUM Growth
+$50.8M
Cap. Flow
-$3.4M
Cap. Flow %
-0.74%
Top 10 Hldgs %
38.36%
Holding
303
New
39
Increased
108
Reduced
65
Closed
28

Top Buys

1
AAPL icon
Apple
AAPL
+$3.37M
2
IDMO icon
Invesco S&P International Developed Momentum ETF
IDMO
+$2.37M
3
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.66M
4
ABNB icon
Airbnb
ABNB
+$1.04M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1M

Top Sells

1
MASI
Masimo
MASI
+$4.31M
2
XSHQ icon
Invesco S&P SmallCap Quality ETF
XSHQ
+$2.19M
3
ILMN icon
Illumina
ILMN
+$1.81M
4
ABBV icon
AbbVie
ABBV
+$1.39M
5
CACI icon
CACI
CACI
+$943K

Sector Composition

1 Technology 31.66%
2 Financials 7.3%
3 Communication Services 5.74%
4 Healthcare 5.7%
5 Consumer Discretionary 5.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IWR icon
126
iShares Russell Mid-Cap ETF
IWR
$57B
$614K 0.13%
5,568
-5
-0.1% -$526
IDEV icon
127
iShares Core MSCI International Developed Markets ETF
IDEV
$30.9B
$608K 0.13%
+6,827
New +$605K
MCD icon
128
McDonald's
MCD
$194B
$607K 0.13%
2,245
+41
+2% +$11.8K
DE icon
129
Deere & Co
DE
$162B
$604K 0.13%
953
+30
+3% +$17.4K
CVX icon
130
Chevron
CVX
$366B
$604K 0.13%
3,644
+12
+0.3% +$2.23K
URI icon
131
United Rentals
URI
$67.1B
$597K 0.13%
527
+4
+0.8% +$3.81K
APO icon
132
Apollo Global Management
APO
$71.1B
$592K 0.13%
5,000
– –
BMY icon
133
Bristol-Myers Squibb
BMY
$124B
$587K 0.13%
10,185
-182
-2% -$10.5K
MO icon
134
Altria Group
MO
$122B
$582K 0.13%
8,093
+59
+0.7% +$4.12K
GRAL
135
GRAIL Inc
GRAL
$3.09B
$567K 0.12%
8,312
+33
+0.4% +$1.94K
PXH icon
136
Invesco FTSE RAFI Emerging Markets ETF
PXH
$1.89B
$561K 0.12%
20,107
– –
CLS icon
137
Celestica
CLS
$34.9B
$557K 0.12%
1,528
+26
+2% +$9.76K
CSX icon
138
CSX Corp
CSX
$94.6B
$554K 0.12%
11,664
+244
+2% +$11K
TMO icon
139
Thermo Fisher Scientific
TMO
$202B
$540K 0.12%
1,076
-20
-2% -$9.6K
DGRO icon
140
iShares Core Dividend Growth ETF
DGRO
$42.3B
$538K 0.12%
+7,100
New +$524K
DFUS
141
Dimensional US Equity ETF
DFUS
$21B
$536K 0.12%
6,536
– –
FICO icon
142
Fair Isaac
FICO
$28.8B
$533K 0.12%
446
– –
IXUS icon
143
iShares Core MSCI Total International Stock ETF
IXUS
$57.9B
$531K 0.12%
5,563
+114
+2% +$10.7K
LOW icon
144
Lowe's Companies
LOW
$121B
$527K 0.12%
2,392
– –
DUK icon
145
Duke Energy
DUK
$98.3B
$525K 0.11%
4,144
+110
+3% +$13.9K
GRMN
146
Garmin
GRMN
$48.4B
$524K 0.11%
2,205
– –
ETN icon
147
Eaton
ETN
$154B
$517K 0.11%
1,214
+57
+5% +$23K
AMAT icon
148
Applied Materials
AMAT
$445B
$510K 0.11%
706
+43
+6% +$19.8K
PDN icon
149
Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF
PDN
$349M
$508K 0.11%
11,296
– –
TECL icon
150
Direxion Daily Technology Bull 3x ETF
TECL
$5.32B
$508K 0.11%
+2,202
New +$398K
4 5
6
7 8

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