WP

Westmount Partners Portfolio holdings

AUM $401M
1-Year Est. Return 24.89%
This Quarter Est. Return
1 Year Est. Return
+24.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$401M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1 +$4.03M
2 +$2.98M
3 +$2.83M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.2M
5
AMZN icon
Amazon
AMZN
+$994K

Top Sells

1 +$2.49M
2 +$985K
3 +$984K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$628K
5
FICO icon
Fair Isaac
FICO
+$573K

Sector Composition

1 Technology 31.98%
2 Financials 8.13%
3 Healthcare 6.9%
4 Communication Services 6%
5 Consumer Discretionary 4.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
GEV icon
201
GE Vernova
GEV
$174B
$281K 0.07%
429
-156
CVS icon
202
CVS Health
CVS
$103B
$277K 0.07%
3,493
B
203
Barrick Mining
B
$83.8B
$276K 0.07%
6,338
CRWD icon
204
CrowdStrike
CRWD
$115B
$274K 0.07%
585
ED icon
205
Consolidated Edison
ED
$36.6B
$274K 0.07%
2,757
DFIV icon
206
Dimensional International Value ETF
DFIV
$16.5B
$274K 0.07%
5,481
IDXX icon
207
Idexx Laboratories
IDXX
$56.7B
$271K 0.07%
400
MAT icon
208
Mattel
MAT
$6.58B
$271K 0.07%
13,637
MMM icon
209
3M
MMM
$90.3B
$270K 0.07%
1,687
+26
IJK icon
210
iShares S&P Mid-Cap 400 Growth ETF
IJK
$9.74B
$269K 0.07%
2,776
TJX icon
211
TJX Companies
TJX
$172B
$267K 0.07%
1,740
CWB icon
212
State Street SPDR Bloomberg Convertible Securities ETF
CWB
$4.77B
$263K 0.07%
2,950
+10
TME icon
213
Tencent Music
TME
$26.9B
$263K 0.07%
15,000
QDF icon
214
FlexShares Quality Dividend Index Fund
QDF
$2.07B
$260K 0.06%
3,213
-26
PFE icon
215
Pfizer
PFE
$147B
$259K 0.06%
10,402
+1,576
TECL icon
216
Direxion Daily Technology Bull 3x Shares
TECL
$4.07B
$258K 0.06%
+2,199
XLE icon
217
State Street Energy Select Sector SPDR ETF
XLE
$28.7B
$255K 0.06%
5,700
TRV icon
218
Travelers Companies
TRV
$60.8B
$252K 0.06%
+868
VNQ icon
219
Vanguard Real Estate ETF
VNQ
$35B
$251K 0.06%
2,837
-24
ACWI icon
220
iShares MSCI ACWI ETF
ACWI
$25.9B
$247K 0.06%
1,748
-22
DHR icon
221
Danaher
DHR
$168B
$246K 0.06%
1,076
STWD icon
222
Starwood Property Trust
STWD
$6.72B
$246K 0.06%
13,675
+96
ICE icon
223
Intercontinental Exchange
ICE
$98.6B
$245K 0.06%
1,511
+48
BBIO icon
224
BridgeBio Pharma
BBIO
$15B
$241K 0.06%
+3,156
EAOA icon
225
iShares ESG Aware Aggressive Allocation ETF
EAOA
$34.8M
$237K 0.06%
5,735
+70