WP

Westmount Partners Portfolio holdings

AUM $401M
1-Year Est. Return 24.94%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.94%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$245M
AUM Growth
+$17.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$395K
2
+$352K
3
+$337K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$313K
5
NVDA icon
NVIDIA
NVDA
+$278K

Top Sells

1
+$2.71M
2
+$1.31M
3
+$1.15M
4
ATVI
Activision Blizzard
ATVI
+$866K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$764K

Sector Composition

1 Technology 30.41%
2 Healthcare 10.3%
3 Financials 6.66%
4 Consumer Discretionary 5.34%
5 Consumer Staples 4.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$10.7K ﹤0.01%
10,148
202
$2.25K ﹤0.01%
23,646
-6,300
203
– –
-6,366
204
– –
-1,250
205
– –
-865,135
206
– –
-4,995
207
– –
-917
208
– –
-2,589
209
– –
-13,933
210
– –
-15,218
211
– –
-11,425
212
– –
-4,476
213
– –
-315
214
– –
-9,253
5 6 7 8
9