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
176
$258K 0.09%
1,007
-289
177
$256K 0.08%
1,049
+13
178
$250K 0.08%
1,684
+438
179
$245K 0.08%
2,757
180
$245K 0.08%
+1,005
181
$242K 0.08%
8,508
+82
182
$242K 0.08%
568
183
$242K 0.08%
2,776
184
$239K 0.08%
4,035
185
$233K 0.08%
+3,065
186
$231K 0.08%
+588
187
$229K 0.08%
+1,176
188
$228K 0.08%
1,733
-827
189
$227K 0.07%
+4,414
190
$225K 0.07%
1,995
+16
191
$224K 0.07%
14,790
192
$222K 0.07%
743
+1
193
$221K 0.07%
+13,637
194
$220K 0.07%
1,363
195
$219K 0.07%
2,560
196
$217K 0.07%
275
-75
197
$215K 0.07%
3,693
+29
198
$214K 0.07%
8,127
199
$213K 0.07%
+460
200
$210K 0.07%
3,065
+6