WP

Westmount Partners Portfolio holdings

AUM $401M
1-Year Est. Return 24.89%
This Quarter Est. Return
1 Year Est. Return
+24.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$401M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1
+$4.03M
2
+$2.98M
3
+$2.83M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.2M
5
AMZN icon
Amazon
AMZN
+$994K

Top Sells

1
+$2.49M
2
+$985K
3
+$984K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$628K
5
FICO icon
Fair Isaac
FICO
+$573K

Sector Composition

1 Technology 31.98%
2 Financials 8.13%
3 Healthcare 6.9%
4 Communication Services 6%
5 Consumer Discretionary 4.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
QYLD icon
151
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.31B
$434K 0.11%
24,562
PLTR icon
152
Palantir
PLTR
$422B
$433K 0.11%
2,438
-188
MELI icon
153
Mercado Libre
MELI
$106B
$431K 0.11%
214
+110
DE icon
154
Deere & Co
DE
$138B
$425K 0.11%
913
-35
URI icon
155
United Rentals
URI
$58.4B
$423K 0.11%
523
CSX icon
156
CSX Corp
CSX
$67.6B
$413K 0.1%
11,379
+39
VYM icon
157
Vanguard High Dividend Yield ETF
VYM
$71.5B
$410K 0.1%
2,860
+16
GS icon
158
Goldman Sachs
GS
$293B
$406K 0.1%
462
+3
ALNY icon
159
Alnylam Pharmaceuticals
ALNY
$48.5B
$398K 0.1%
1,000
CMCSA icon
160
Comcast
CMCSA
$103B
$397K 0.1%
13,271
+25
SHV icon
161
iShares 0-1 Year Treasury Bond ETF
SHV
$19.9B
$396K 0.1%
+3,597
SCHV icon
162
Schwab US Large-Cap Value ETF
SCHV
$14.9B
$393K 0.1%
13,277
CSCO icon
163
Cisco
CSCO
$297B
$392K 0.1%
5,085
+215
INTC icon
164
Intel
INTC
$230B
$382K 0.1%
10,365
+374
TQQQ icon
165
ProShares UltraPro QQQ
TQQQ
$30.1B
$381K 0.09%
7,221
+183
IEO icon
166
iShares US Oil & Gas Exploration & Production ETF
IEO
$425M
$377K 0.09%
4,224
-4,120
BKNG icon
167
Booking.com
BKNG
$167B
$375K 0.09%
70
NU icon
168
Nu Holdings
NU
$80.5B
$374K 0.09%
22,351
-7,064
EIX icon
169
Edison International
EIX
$23.7B
$371K 0.09%
6,183
+336
VSS icon
170
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$10.6B
$362K 0.09%
2,527
COIN icon
171
Coinbase
COIN
$64.5B
$361K 0.09%
1,596
-300
RTX icon
172
RTX Corp
RTX
$268B
$360K 0.09%
1,965
+740
NTHI
173
NeOnc Technologies
NTHI
$224M
$358K 0.09%
43,320
+3,112
TIP icon
174
iShares TIPS Bond ETF
TIP
$13.8B
$356K 0.09%
3,240
ETN icon
175
Eaton
ETN
$130B
$356K 0.09%
1,118
5 6
7
8 9