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
126
$417K 0.14%
3,410
+98
127
$416K 0.14%
4,623
+107
128
$406K 0.13%
17,264
-3,996
129
$406K 0.13%
4,084
+49
130
$404K 0.13%
5,983
+543
131
$399K 0.13%
5,177
+42
132
$389K 0.13%
3,256
+1
133
$388K 0.13%
3,228
+63
134
$388K 0.13%
716
135
$379K 0.13%
11,279
+41
136
$377K 0.12%
2,814
-11
137
$369K 0.12%
8,633
+331
138
$360K 0.12%
20,856
139
$357K 0.12%
723
-46
140
$355K 0.12%
7,990
141
$351K 0.12%
971
+35
142
$344K 0.11%
2,520
-120
143
$343K 0.11%
3,240
+25
144
$342K 0.11%
1,465
-26
145
$339K 0.11%
2,641
+431
146
$338K 0.11%
12,586
147
$335K 0.11%
523
+2
148
$331K 0.11%
3,120
-180
149
$329K 0.11%
5,092
+135
150
$328K 0.11%
2,768
+19
4 5
6
7 8