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
151
$290K 0.12%
8,443
152
$289K 0.12%
3,664
-40
153
$288K 0.12%
13,683
+473
154
$286K 0.12%
1,050
155
$281K 0.11%
13,030
156
$274K 0.11%
12,586
157
$273K 0.11%
1,523
+105
158
$259K 0.11%
3,196
-107
159
$254K 0.1%
3,030
-88
160
$252K 0.1%
2,770
161
$247K 0.1%
545
+11
162
$247K 0.1%
55,000
163
$242K 0.1%
2,344
164
$242K 0.1%
+3,090
165
$242K 0.1%
+1,391
166
$240K 0.1%
1,036
-133
167
$239K 0.1%
3,885
168
$238K 0.1%
1,321
+3
169
$236K 0.1%
4,561
170
$233K 0.1%
+14,991
171
$231K 0.09%
4,216
172
$230K 0.09%
2,208
+10
173
$230K 0.09%
3,728
-745
174
$226K 0.09%
2,560
-116
175
$226K 0.09%
+6,300
5 6
7
8 9