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
$406M
AUM Growth
+$4.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
281
New
Increased
Reduced
Closed

Top Buys

1 +$2.22M
2 +$1.74M
3 +$1.59M
4
AMZN icon
Amazon
AMZN
+$1.36M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.29M

Top Sells

1 +$2.83M
2 +$2.22M
3 +$758K
4
CYBR
CyberArk
CYBR
+$669K
5
ILMN icon
Illumina
ILMN
+$654K

Sector Composition

1 Technology 29.86%
2 Financials 7.63%
3 Healthcare 7.21%
4 Communication Services 5.85%
5 Consumer Discretionary 5.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
IBIT icon
201
iShares Bitcoin Trust
IBIT
$60.9B
$313K 0.08%
8,135
+3,399
C icon
202
Citigroup
C
$225B
$312K 0.08%
+2,753
ED icon
203
Consolidated Edison
ED
$40.6B
$312K 0.08%
2,757
VXF icon
204
Vanguard Extended Market ETF
VXF
$28.2B
$304K 0.07%
1,476
NTHI
205
NeOnc Technologies
NTHI
$131M
$304K 0.07%
43,320
SOFI icon
206
SoFi Technologies
SOFI
$24.8B
$295K 0.07%
+18,574
BKNG icon
207
Booking.com
BKNG
$152B
$291K 0.07%
1,725
-25
MS icon
208
Morgan Stanley
MS
$298B
$287K 0.07%
1,744
-38
TQQQ icon
209
ProShares UltraPro QQQ
TQQQ
$33.2B
$286K 0.07%
6,867
-354
RCL icon
210
Royal Caribbean
RCL
$77.2B
$286K 0.07%
+1,040
IJK icon
211
iShares S&P Mid-Cap 400 Growth ETF
IJK
$10.5B
$279K 0.07%
2,776
CDNS icon
212
Cadence Design Systems
CDNS
$85.9B
$278K 0.07%
1,000
TJX icon
213
TJX Companies
TJX
$178B
$278K 0.07%
1,740
RL icon
214
Ralph Lauren
RL
$23.4B
$277K 0.07%
804
+1
ADBE icon
215
Adobe
ADBE
$98.8B
$276K 0.07%
+1,137
FIX icon
216
Comfort Systems
FIX
$58.1B
$276K 0.07%
+200
UBER icon
217
Uber
UBER
$157B
$270K 0.07%
+3,760
CWB icon
218
State Street SPDR Bloomberg Convertible Securities ETF
CWB
$4.82B
$270K 0.07%
2,955
+5
INMD icon
219
InMode
INMD
$928M
$267K 0.07%
+19,500
SYK icon
220
Stryker
SYK
$131B
$264K 0.07%
803
+128
XNTK icon
221
State Street SPDR NYSE Technology ETF
XNTK
$1.69B
$264K 0.07%
1,033
REXR icon
222
Rexford Industrial Realty
REXR
$8.37B
$262K 0.06%
7,990
NKE icon
223
Nike
NKE
$68.2B
$260K 0.06%
4,927
+350
B
224
Barrick Mining
B
$72.5B
$259K 0.06%
6,338
QDF icon
225
FlexShares Quality Dividend Index Fund
QDF
$2.11B
$254K 0.06%
3,213