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
151
$326K 0.11%
1,050
152
$326K 0.11%
13,278
153
$324K 0.11%
+6,043
154
$324K 0.11%
+5,115
155
$318K 0.11%
1,471
+9
156
$318K 0.11%
4,140
+4
157
$307K 0.1%
11,904
+795
158
$304K 0.1%
6,407
+68
159
$304K 0.1%
1,453
+12
160
$301K 0.1%
995
+6
161
$295K 0.1%
944
+41
162
$291K 0.1%
2,488
163
$287K 0.09%
20,000
164
$287K 0.09%
9,058
+2
165
$282K 0.09%
1,942
-402
166
$279K 0.09%
13,030
167
$277K 0.09%
+824
168
$271K 0.09%
3,376
169
$270K 0.09%
1,000
170
$269K 0.09%
4,561
171
$266K 0.09%
2,915
-103
172
$263K 0.09%
14,050
+297
173
$260K 0.09%
1,510
+30
174
$260K 0.09%
1,549
+348
175
$259K 0.09%
3,885