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
126
$402K 0.16%
2,905
+67
127
$394K 0.16%
20,967
+9
128
$389K 0.16%
4,005
+153
129
$388K 0.16%
11,202
+35
130
$386K 0.16%
4,957
-50
131
$382K 0.16%
+790
132
$381K 0.16%
3,253
-141
133
$380K 0.16%
3,407
134
$370K 0.15%
925
+2
135
$368K 0.15%
693
+10
136
$363K 0.15%
3,120
+2
137
$355K 0.14%
8,828
+705
138
$353K 0.14%
5,440
-10,960
139
$349K 0.14%
6,904
+151
140
$347K 0.14%
989
141
$336K 0.14%
3,123
-1,134
142
$319K 0.13%
12,555
-7,998
143
$318K 0.13%
2,127
-681
144
$315K 0.13%
1,478
+400
145
$314K 0.13%
1,194
+97
146
$313K 0.13%
13,377
+99
147
$299K 0.12%
521
148
$298K 0.12%
5,731
+13
149
$296K 0.12%
2,488
150
$292K 0.12%
1,517
+53
4 5
6
7 8