WP
Westmount Partners Portfolio holdings
AUM
$364M
This Quarter Return
+12.01%
1 Year Return
+22.85%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$245M
AUM Growth
+$245M
(+7.9%)
Cap. Flow
-$6.23M
Cap. Flow
% of AUM
-2.54%
Top 10 Holdings %
Top 10 Hldgs %
40.33%
Holding
214
New
19
Increased
76
Reduced
60
Closed
12
Top Buys
| 1 |
Tesla
TSLA
|
$413K |
| 2 |
Vanguard Information Technology ETF
VGT
|
$382K |
| 3 |
iShares S&P 500 Value ETF
IVE
|
$365K |
| 4 |
iShares S&P 500 Growth ETF
IVW
|
$330K |
| 5 |
NVIDIA
NVDA
|
$297K |
Top Sells
| 1 |
Ardagh Metal Packaging
AMBP
|
$2.71M |
| 2 |
WisdomTree Floating Rate Treasury Fund
USFR
|
$1.31M |
| 3 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
$1.15M |
| 4 |
ATVI
Activision Blizzard Inc.
ATVI
|
$866K |
| 5 |
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% |
