WP

Westmount Partners Portfolio holdings

AUM $406M
1-Year Est. Return 26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$387M
AUM Growth
+$23.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
258
New
Increased
Reduced
Closed

Top Buys

1
+$1.2M
2
+$410K
3
+$348K
4
MSTR icon
Strategy Inc
MSTR
+$331K
5
MELI icon
Mercado Libre
MELI
+$250K

Top Sells

1
+$2.41M
2
+$1.3M
3
+$1.1M
4
AAPL icon
Apple
AAPL
+$947K
5
MGV icon
Vanguard Mega Cap Value ETF
MGV
+$870K

Sector Composition

1 Technology 31.23%
2 Financials 7.75%
3 Healthcare 6.85%
4 Communication Services 5.45%
5 Consumer Discretionary 4.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$535K 0.14%
19,412
-93
127
$528K 0.14%
1,800
-35
128
$519K 0.13%
2,564
-348
129
$519K 0.13%
8,876
130
$514K 0.13%
6,535
-51
131
$514K 0.13%
20,107
132
$504K 0.13%
8,129
+100
133
$504K 0.13%
523
134
$497K 0.13%
1,470
+891
135
$496K 0.13%
12,244
+1,099
136
$494K 0.13%
4,034
-23
137
$494K 0.13%
10,408
+13
138
$489K 0.13%
1,374
+3
139
$486K 0.13%
2,626
+24
140
$485K 0.13%
5,208
+367
141
$472K 0.12%
4,701
+693
142
$466K 0.12%
11,296
143
$461K 0.12%
1,000
144
$447K 0.12%
+29,415
145
$445K 0.11%
1,896
+9
146
$445K 0.11%
5,348
-361
147
$445K 0.11%
2,690
+2
148
$442K 0.11%
3,096
+1
149
$428K 0.11%
948
+3
150
$428K 0.11%
4,642
+10
4 5
6
7 8