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
CRM icon
176
Salesforce
CRM
$234B
$332K 0.09%
1,216
-101
UNH icon
177
UnitedHealth
UNH
$323B
$330K 0.09%
1,057
+418
CSCO icon
178
Cisco
CSCO
$273B
$330K 0.09%
4,751
+5
ACN icon
179
Accenture
ACN
$145B
$327K 0.09%
1,095
ALNY icon
180
Alnylam Pharmaceuticals
ALNY
$63.1B
$326K 0.09%
1,000
GPC icon
181
Genuine Parts
GPC
$18.6B
$325K 0.09%
2,677
+17
GS icon
182
Goldman Sachs
GS
$234B
$324K 0.09%
458
-71
GRMN icon
183
Garmin
GRMN
$47.5B
$324K 0.09%
1,554
-809
EIX icon
184
Edison International
EIX
$21.8B
$319K 0.09%
6,177
-1
BLK icon
185
Blackrock
BLK
$182B
$318K 0.09%
303
CVNA icon
186
Carvana
CVNA
$47.6B
$315K 0.09%
935
-90
CLS icon
187
Celestica
CLS
$32.2B
$312K 0.09%
+2,000
TSLX icon
188
Sixth Street Specialty
TSLX
$2.01B
$310K 0.09%
13,030
PNC icon
189
PNC Financial Services
PNC
$70B
$310K 0.09%
1,663
TMO icon
190
Thermo Fisher Scientific
TMO
$203B
$307K 0.08%
757
+10
DFUS icon
191
Dimensional US Equity ETF
DFUS
$17B
$306K 0.08%
4,561
DVY icon
192
iShares Select Dividend ETF
DVY
$20.6B
$305K 0.08%
2,298
-62
SHEL icon
193
Shell
SHEL
$206B
$304K 0.08%
4,317
AMP icon
194
Ameriprise Financial
AMP
$44.1B
$303K 0.08%
568
LRCX icon
195
Lam Research
LRCX
$180B
$301K 0.08%
3,095
TME icon
196
Tencent Music
TME
$34.9B
$292K 0.08%
15,000
-5,000
FENI icon
197
Fidelity Enhanced International ETF
FENI
$4.28B
$291K 0.08%
8,759
+93
VXF icon
198
Vanguard Extended Market ETF
VXF
$24.3B
$284K 0.08%
1,476
-2,598
QDF icon
199
FlexShares Quality Dividend Index Fund
QDF
$1.97B
$284K 0.08%
3,885
REXR icon
200
Rexford Industrial Realty
REXR
$10B
$284K 0.08%
7,990