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Westmount Partners Portfolio holdings

AUM $457M
1-Year Est. Return 31.05%
This Fund
S&P 500
This Quarter Est. Return
+18.58%
1 Year Est. Return
+31.05%
3 Year Est. Return
+100.94%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$457M
AUM Growth
+$50.8M
Cap. Flow
-$3.4M
Cap. Flow %
-0.74%
Top 10 Hldgs %
38.36%
Holding
303
New
39
Increased
108
Reduced
65
Closed
28

Top Buys

1
AAPL icon
Apple
AAPL
+$3.37M
2
IDMO icon
Invesco S&P International Developed Momentum ETF
IDMO
+$2.37M
3
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.66M
4
ABNB icon
Airbnb
ABNB
+$1.04M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1M

Top Sells

1
MASI
Masimo
MASI
+$4.31M
2
XSHQ icon
Invesco S&P SmallCap Quality ETF
XSHQ
+$2.19M
3
ILMN icon
Illumina
ILMN
+$1.81M
4
ABBV icon
AbbVie
ABBV
+$1.39M
5
CACI icon
CACI
CACI
+$943K

Sector Composition

1 Technology 31.66%
2 Financials 7.3%
3 Communication Services 5.74%
4 Healthcare 5.7%
5 Consumer Discretionary 5.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
RL icon
201
Ralph Lauren
RL
$23.1B
$323K 0.07%
804
– –
CWB icon
202
State Street SPDR Bloomberg Convertible Securities ETF
CWB
$5.79B
$319K 0.07%
2,961
+6
+0.2% +$622
VZ icon
203
Verizon
VZ
$183B
$317K 0.07%
7,490
+58
+0.8% +$2.72K
SOFI icon
204
SoFi Technologies
SOFI
$22.2B
$315K 0.07%
17,574
-1,000
-5% -$16.9K
PYLD icon
205
PIMCO Multi Sector Bond Active ETF
PYLD
$14.8B
$310K 0.07%
11,681
-699
-6% -$18.5K
NYT icon
206
New York Times
NYT
$12.4B
$309K 0.07%
4,414
– –
CMCSA icon
207
Comcast
CMCSA
$86.1B
$308K 0.07%
12,530
-663
-5% -$17.1K
XLE icon
208
State Street Energy Select Sector SPDR ETF
XLE
$37.8B
$305K 0.07%
5,752
– –
ED icon
209
Consolidated Edison
ED
$41.4B
$305K 0.07%
2,757
– –
BKNG icon
210
Booking.com
BKNG
$143B
$304K 0.07%
1,706
-19
-1% -$3.24K
SYK icon
211
Stryker
SYK
$127B
$303K 0.07%
964
+161
+20% +$50.7K
ALNY icon
212
Alnylam Pharmaceuticals
ALNY
$37.8B
$301K 0.07%
1,000
– –
NU icon
213
Nu Holdings
NU
$66.6B
$299K 0.07%
22,351
– –
UNH icon
214
UnitedHealth
UNH
$384B
$299K 0.07%
+718
New +$266K
QDF icon
215
FlexShares Quality Dividend Index Fund
QDF
$2.23B
$289K 0.06%
3,213
– –
STRZ
216
Starz Entertainment Corp
STRZ
$444M
$289K 0.06%
10,000
– –
PFG icon
217
Principal Financial Group
PFG
$24.4B
$285K 0.06%
2,648
– –
MU icon
218
Micron Technology
MU
$964B
$285K 0.06%
+247
New +$185K
INMD icon
219
InMode
INMD
$897M
$285K 0.06%
19,500
– –
TJX icon
220
TJX Companies
TJX
$171B
$280K 0.06%
1,846
+106
+6% +$16.8K
MMM icon
221
3M
MMM
$84.4B
$276K 0.06%
1,706
+38
+2% +$5.76K
LIN icon
222
Linde
LIN
$241B
$275K 0.06%
530
+30
+6% +$15.2K
VNQ icon
223
Vanguard Real Estate ETF
VNQ
$39.7B
$275K 0.06%
2,852
+5
+0.2% +$478
EAOA icon
224
iShares ESG Aware Aggressive Allocation ETF
EAOA
$37M
$270K 0.06%
5,953
+57
+1% +$2.51K
REXR icon
225
Rexford Industrial Realty
REXR
$8.48B
$268K 0.06%
7,990
– –
7 8
9
10 11

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