WP

Westmount Partners Portfolio holdings

AUM $387M
1-Year Est. Return 25.68%
This Quarter Est. Return
1 Year Est. Return
+25.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$303M
AUM Growth
+$25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Buys

1
+$6.56M
2
+$844K
3
+$707K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$647K
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$622K

Top Sells

1
+$773K
2
+$604K
3
+$518K
4
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$345K
5
NVDA icon
NVIDIA
NVDA
+$321K

Sector Composition

1 Technology 30.4%
2 Healthcare 8.23%
3 Financials 6.75%
4 Consumer Staples 4.98%
5 Consumer Discretionary 4.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$210K 0.07%
2,687
202
$208K 0.07%
2,896
+8
203
$207K 0.07%
318
204
$205K 0.07%
+9,963
205
$204K 0.07%
261
+6
206
$202K 0.07%
+1,033
207
$202K 0.07%
+1,473
208
$201K 0.07%
9,363
-5,910
209
$190K 0.06%
+10,544
210
$140K 0.05%
10,992
-298
211
$128K 0.04%
4,461
+466
212
$109K 0.04%
15,300
213
$91.9K 0.03%
13,000
214
$33.1K 0.01%
11,000
215
$22.2K 0.01%
10,000
216
$20.4K 0.01%
16,550
217
$18.6K 0.01%
15,500
218
$4.45K ﹤0.01%
27
219
$1.35K ﹤0.01%
23,646
220
– –
-2,590
221
– –
-1,550
222
– –
-3,759
223
– –
-7,262
224
– –
-400
225
– –
-10,000
6 7 8
9
10