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
$387M
AUM Growth
+$23.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
258
New
Increased
Reduced
Closed

Top Buys

1
+$1.2M
2
+$410K
3
+$348K
4
MSTR icon
Strategy Inc
MSTR
+$331K
5
MELI icon
Mercado Libre
MELI
+$250K

Top Sells

1
+$2.41M
2
+$1.3M
3
+$1.1M
4
AAPL icon
Apple
AAPL
+$947K
5
MGV icon
Vanguard Mega Cap Value ETF
MGV
+$870K

Sector Composition

1 Technology 31.23%
2 Financials 7.75%
3 Healthcare 6.85%
4 Communication Services 5.45%
5 Consumer Discretionary 4.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$346K 0.09%
3,114
+4
177
$346K 0.09%
303
178
$345K 0.09%
3,440
+76
179
$337K 0.09%
3,993
-183
180
$336K 0.09%
850
-85
181
$335K 0.09%
4,870
+119
182
$334K 0.09%
7,990
183
$332K 0.09%
4,561
184
$331K 0.09%
6,930
+2,563
185
$329K 0.09%
5,847
-330
186
$321K 0.08%
2,589
-15
187
$321K 0.08%
1,460
-1
188
$320K 0.08%
1,611
-52
189
$315K 0.08%
+314
190
$312K 0.08%
8,801
+42
191
$310K 0.08%
1,476
192
$305K 0.08%
4,210
-107
193
$294K 0.08%
1,610
-200
194
$292K 0.08%
585
-98
195
$289K 0.07%
13,030
196
$288K 0.07%
3,376
197
$286K 0.07%
1,033
198
$283K 0.07%
1,200
-16
199
$280K 0.07%
1,149
+54
200
$280K 0.07%
6,384
-116
6 7
8
9 10