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WP

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
IYR icon
151
iShares US Real Estate ETF
IYR
$4.83B
$507K 0.11%
4,961
-41
-0.8% -$4.16K
IUSG icon
152
iShares Core S&P US Growth ETF
IUSG
$31.9B
$507K 0.11%
2,696
+2
+0.1% +$361
NUE icon
153
Nucor
NUE
$53.7B
$495K 0.11%
2,223
-708
-24% -$160K
TOTL icon
154
State Street DoubleLine Total Return Tactical ETF
TOTL
$4.15B
$495K 0.11%
12,529
-305
-2% -$12.1K
GLD icon
155
SPDR Gold Trust
GLD
$129B
$493K 0.11%
1,338
– –
BOND icon
156
PIMCO Active Bond Exchange-Traded Fund
BOND
$8.29B
$487K 0.11%
5,280
-10
-0.2% -$921
RTX icon
157
RTX Corp
RTX
$262B
$486K 0.11%
2,564
+655
+34% +$120K
GPIQ icon
158
Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF
GPIQ
$4.92B
$472K 0.1%
7,965
-223
-3% -$12.5K
IEO icon
159
iShares US Oil & Gas Exploration & Production ETF
IEO
$554M
$468K 0.1%
4,263
+20
+0.5% +$2.32K
MS icon
160
Morgan Stanley
MS
$343B
$466K 0.1%
2,231
+487
+28% +$96.4K
SCHV
161
Schwab US Large-Cap Value ETF
SCHV
$15.6B
$462K 0.1%
13,277
– –
MU icon
162
CALL
Micron Technology
MU
$964B
$462K 0.1%
+400
New +$300K
VYM icon
163
Vanguard High Dividend Yield ETF
VYM
$80.4B
$456K 0.1%
2,888
+15
+0.5% +$2.34K
RSP icon
164
Invesco S&P 500 Equal Weight ETF
RSP
$97.2B
$456K 0.1%
+2,143
New +$439K
SNDK
165
CALL
Sandisk
SNDK
$209B
$455K 0.1%
200
-400
-67% -$571K
SCHW
166
Charles Schwab
SCHW
$179B
$452K 0.1%
4,894
+169
+4% +$15.4K
DFIV icon
167
Dimensional International Value ETF
DFIV
$20.6B
$447K 0.1%
8,272
– –
EIX icon
168
Edison International
EIX
$30B
$444K 0.1%
5,966
-225
-4% -$16K
SMH icon
169
VanEck Semiconductor ETF
SMH
$69B
$442K 0.1%
+674
New +$368K
ALL icon
170
Allstate
ALL
$62.3B
$433K 0.09%
1,819
+763
+72% +$166K
ABT icon
171
Abbott
ABT
$172B
$430K 0.09%
4,734
+294
+7% +$26.8K
MSB
172
Mesabi Trust
MSB
$323M
$426K 0.09%
16,856
– –
GLW icon
173
Corning
GLW
$136B
$407K 0.09%
1,592
-256
-14% -$46.6K
SBUX icon
174
Starbucks
SBUX
$124B
$407K 0.09%
3,979
+26
+0.7% +$2.62K
XNTK icon
175
State Street SPDR NYSE Technology ETF
XNTK
$2.09B
$404K 0.09%
1,033
– –
5 6
7
8 9

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