WP

Westmount Partners Portfolio holdings

AUM $406M
1-Year Est. Return 26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$406M
AUM Growth
+$4.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
281
New
Increased
Reduced
Closed

Top Buys

1
+$2.22M
2
+$1.74M
3
+$1.59M
4
AMZN icon
Amazon
AMZN
+$1.36M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.29M

Top Sells

1
+$2.83M
2
+$2.22M
3
+$758K
4
CYBR
CyberArk
CYBR
+$669K
5
ILMN icon
Illumina
ILMN
+$654K

Sector Composition

1 Technology 29.86%
2 Financials 7.63%
3 Healthcare 7.21%
4 Communication Services 5.85%
5 Consumer Discretionary 5.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
COIN icon
176
Coinbase
COIN
$52.8B
$377K 0.09%
2,157
+561
AOM icon
177
iShares Core Moderate Allocation ETF
AOM
$1.73B
$376K 0.09%
7,941
+861
KLAC icon
178
KLA
KLAC
$227B
$374K 0.09%
+254
VZ icon
179
Verizon
VZ
$196B
$373K 0.09%
7,432
+252
AMD icon
180
Advanced Micro Devices
AMD
$454B
$370K 0.09%
1,818
-225
NYT icon
181
New York Times
NYT
$13.1B
$370K 0.09%
4,414
VSS icon
182
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$11.5B
$368K 0.09%
2,527
RTX icon
183
RTX Corp
RTX
$264B
$368K 0.09%
1,909
-56
TIP icon
184
iShares TIPS Bond ETF
TIP
$14.1B
$358K 0.09%
3,240
SBUX icon
185
Starbucks
SBUX
$112B
$354K 0.09%
3,953
+223
PFE icon
186
Pfizer
PFE
$155B
$354K 0.09%
12,598
+2,196
XLE icon
187
State Street Energy Select Sector SPDR ETF
XLE
$38.9B
$352K 0.09%
5,752
+52
DIHP icon
188
Dimensional International High Profitability ETF
DIHP
$5.78B
$350K 0.09%
+10,850
JMUB icon
189
JPMorgan Municipal ETF
JMUB
$7.35B
$349K 0.09%
+6,985
CUSD
190
CrossingBridge Ultra-Short Duration ETF
CUSD
$11.2M
$349K 0.09%
17,831
-7,094
CVNA icon
191
Carvana
CVNA
$53.1B
$347K 0.09%
1,103
-14
WM icon
192
Waste Management
WM
$90.6B
$338K 0.08%
1,469
+5
FENI icon
193
Fidelity Enhanced International ETF
FENI
$8.85B
$333K 0.08%
8,954
+66
ALNY icon
194
Alnylam Pharmaceuticals
ALNY
$44.5B
$331K 0.08%
1,000
PNC icon
195
PNC Financial Services
PNC
$89.3B
$328K 0.08%
1,578
-33
PYLD icon
196
PIMCO Multi Sector Bond Active ETF
PYLD
$12.7B
$324K 0.08%
+12,380
NU icon
197
Nu Holdings
NU
$75B
$321K 0.08%
22,351
PLTR icon
198
Palantir
PLTR
$341B
$319K 0.08%
2,184
-254
NOW icon
199
ServiceNow
NOW
$99.9B
$316K 0.08%
3,020
+1,535
BLK icon
200
Blackrock
BLK
$159B
$316K 0.08%
328
+14
6 7
8
9 10