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
$364M
AUM Growth
+$36.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1
+$2.7M
2
+$2.33M
3
+$2.05M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.85M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.3M

Top Sells

1
+$3.72M
2
+$2.48M
3
+$1.41M
4
PM icon
Philip Morris
PM
+$1.26M
5
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$1.12M

Sector Composition

1 Technology 29.24%
2 Financials 8.22%
3 Healthcare 7.09%
4 Communication Services 5.4%
5 Consumer Discretionary 5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SGOV icon
151
iShares 0-3 Month Treasury Bond ETF
SGOV
$57.6B
$404K 0.11%
+4,008
BKNG icon
152
Booking.com
BKNG
$161B
$399K 0.11%
+69
ETN icon
153
Eaton
ETN
$146B
$399K 0.11%
1,118
+148
URI icon
154
United Rentals
URI
$64.7B
$394K 0.11%
523
-100
SBUX icon
155
Starbucks
SBUX
$95.9B
$383K 0.11%
4,176
+61
NUE icon
156
Nucor
NUE
$30.5B
$379K 0.1%
+2,929
PAYX icon
157
Paychex
PAYX
$45.5B
$379K 0.1%
2,604
+15
VYM icon
158
Vanguard High Dividend Yield ETF
VYM
$64.9B
$377K 0.1%
2,831
+15
GLNG icon
159
Golar LNG
GLNG
$3.91B
$373K 0.1%
9,066
-2,998
NOW icon
160
ServiceNow
NOW
$186B
$372K 0.1%
362
-45
CSX icon
161
CSX Corp
CSX
$67.1B
$372K 0.1%
11,390
-18
SCHV icon
162
Schwab US Large-Cap Value ETF
SCHV
$14B
$367K 0.1%
13,277
MRK icon
163
Merck
MRK
$210B
$367K 0.1%
4,638
-15
NKE icon
164
Nike
NKE
$98.8B
$367K 0.1%
5,165
+146
TIP icon
165
iShares TIPS Bond ETF
TIP
$13.9B
$357K 0.1%
3,240
-1,135
PLTR icon
166
Palantir
PLTR
$423B
$355K 0.1%
+2,602
CRWD icon
167
CrowdStrike
CRWD
$121B
$348K 0.1%
683
GILD icon
168
Gilead Sciences
GILD
$146B
$345K 0.09%
3,110
+10
IEMG icon
169
iShares Core MSCI Emerging Markets ETF
IEMG
$112B
$342K 0.09%
5,705
-15,133
VSS icon
170
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$9.85B
$340K 0.09%
2,527
PFE icon
171
Pfizer
PFE
$138B
$339K 0.09%
13,991
-907
CDNS icon
172
Cadence Design Systems
CDNS
$88.4B
$339K 0.09%
1,100
+100
TQQQ icon
173
ProShares UltraPro QQQ
TQQQ
$28.1B
$338K 0.09%
+4,067
WM icon
174
Waste Management
WM
$85.9B
$334K 0.09%
1,461
+4
AGG icon
175
iShares Core US Aggregate Bond ETF
AGG
$133B
$334K 0.09%
3,364
-80
5 6
7
8 9