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
176
$222K 0.09%
+400
177
$221K 0.09%
+8,357
178
$220K 0.09%
2,776
179
$219K 0.09%
+1,000
180
$217K 0.09%
14,790
181
$216K 0.09%
+4,414
182
$216K 0.09%
+568
183
$214K 0.09%
+888
184
$212K 0.09%
+3,376
185
$211K 0.09%
+2,687
186
$211K 0.09%
+2,364
187
$209K 0.09%
+258
188
$208K 0.09%
9,053
+603
189
$208K 0.08%
+2,883
190
$206K 0.08%
2,560
191
$205K 0.08%
+1,246
192
$201K 0.08%
+1,179
193
$180K 0.07%
20,000
194
$150K 0.06%
12,287
+16
195
$94K 0.04%
13,000
196
$37.8K 0.02%
+10,000
197
$37K 0.02%
11,000
198
$25K 0.01%
16,550
-50
199
$13.4K 0.01%
27
200
$10.9K ﹤0.01%
417
5 6 7
8
9