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Westmount Partners Portfolio holdings

AUM $457M
1-Year Est. Return 31.05%
This Fund
S&P 500
This Quarter Est. Return
+18.58%
1 Year Est. Return
+31.05%
3 Year Est. Return
+100.94%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$457M
AUM Growth
+$50.8M
Cap. Flow
-$3.4M
Cap. Flow %
-0.74%
Top 10 Hldgs %
38.36%
Holding
303
New
39
Increased
108
Reduced
65
Closed
28

Top Buys

1
AAPL icon
Apple
AAPL
+$3.37M
2
IDMO icon
Invesco S&P International Developed Momentum ETF
IDMO
+$2.37M
3
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.66M
4
ABNB icon
Airbnb
ABNB
+$1.04M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1M

Top Sells

1
MASI
Masimo
MASI
+$4.31M
2
XSHQ icon
Invesco S&P SmallCap Quality ETF
XSHQ
+$2.19M
3
ILMN icon
Illumina
ILMN
+$1.81M
4
ABBV icon
AbbVie
ABBV
+$1.39M
5
CACI icon
CACI
CACI
+$943K

Sector Composition

1 Technology 31.66%
2 Financials 7.3%
3 Communication Services 5.74%
4 Healthcare 5.7%
5 Consumer Discretionary 5.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AOM icon
176
iShares Core Moderate Allocation ETF
AOM
$1.77B
$403K 0.09%
8,074
+133
+2% +$6.53K
GLNG icon
177
Golar LNG
GLNG
$5.06B
$402K 0.09%
8,073
-998
-11% -$52.8K
FIX icon
178
Comfort Systems
FIX
$59.2B
$397K 0.09%
200
– –
T icon
179
AT&T
T
$153B
$390K 0.09%
18,856
-693
-4% -$17.2K
VSS icon
180
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$11.4B
$390K 0.09%
2,527
– –
ARTY
181
iShares Future AI & Tech ETF
ARTY
$3.46B
$378K 0.08%
+4,969
New +$329K
CDNS icon
182
Cadence Design Systems
CDNS
$101B
$375K 0.08%
1,000
– –
VFC icon
183
VF Corp
VFC
$6.86B
$375K 0.08%
22,461
– –
SOXL icon
184
CALL
Direxion Daily Semiconductor Bull 3X ETF
SOXL
$18.9B
$373K 0.08%
+1,400
New +$236K
TXN icon
185
Texas Instruments
TXN
$265B
$370K 0.08%
1,243
+134
+12% +$37.2K
CVNA icon
186
Carvana
CVNA
$50.6B
$367K 0.08%
5,580
+65
+1% +$4.6K
PNC icon
187
PNC Financial Services
PNC
$102B
$366K 0.08%
1,486
-92
-6% -$20.6K
GILD icon
188
Gilead Sciences
GILD
$169B
$365K 0.08%
2,887
+44
+2% +$5.8K
CVS icon
189
CVS Health
CVS
$136B
$363K 0.08%
3,513
-19
-0.5% -$1.7K
VXF icon
190
Vanguard Extended Market ETF
VXF
$30.7B
$363K 0.08%
1,476
– –
FENI icon
191
Fidelity Enhanced International ETF
FENI
$10.3B
$363K 0.08%
9,036
+82
+0.9% +$3.24K
FTNT icon
192
Fortinet
FTNT
$118B
$357K 0.08%
+2,321
New +$268K
TIP icon
193
iShares TIPS Bond ETF
TIP
$14.4B
$355K 0.08%
3,240
– –
GBTC icon
194
Grayscale Bitcoin Trust
GBTC
$9.66B
$353K 0.08%
7,764
-56
-0.7% -$3.12K
WM icon
195
Waste Management
WM
$97.3B
$351K 0.08%
1,574
+105
+7% +$23.4K
NBIS
196
Nebius Group N.V.
NBIS
$43.6B
$345K 0.08%
+1,249
New +$247K
TRV icon
197
Travelers Companies
TRV
$71.8B
$341K 0.07%
1,033
+164
+19% +$49.7K
CUSD
198
DELISTED
CrossingBridge Ultra-Short Duration ETF
CUSD
$338K 0.07%
17,402
-429
-2% -$8.32K
SHEL icon
199
Shell
SHEL
$236B
$327K 0.07%
4,212
+2
+0% +$173
IJK icon
200
iShares S&P Mid-Cap 400 Growth ETF
IJK
$10.8B
$326K 0.07%
2,776
– –
6 7
8
9 10

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