WP
Westmount Partners Portfolio holdings
AUM
$364M
This Quarter Return
+7.99%
1 Year Return
+22.85%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$333M
AUM Growth
+$333M
(+9.8%)
Cap. Flow
+$16.4M
Cap. Flow
% of AUM
4.94%
Top 10 Holdings %
Top 10 Hldgs %
40.07%
Holding
236
New
17
Increased
90
Reduced
64
Closed
6
Top Buys
| 1 |
NVIDIA
NVDA
|
$2.69M |
| 2 |
Alphabet (Google) Class A
GOOGL
|
$1.98M |
| 3 |
Microsoft
MSFT
|
$1.44M |
| 4 |
Eli Lilly
LLY
|
$1.08M |
| 5 |
Amazon
AMZN
|
$853K |
Top Sells
| 1 |
iShares Short Treasury Bond ETF
SHV
|
$2.86M |
| 2 |
Costco
COST
|
$302K |
| 3 |
First Trust NASDAQ Technology Dividend Index Fund
TDIV
|
$233K |
| 4 |
CrowdStrike
CRWD
|
$231K |
| 5 |
Micron Technology
MU
|
$228K |
Sector Composition
| 1 | Technology | 30.9% |
| 2 | Healthcare | 9.21% |
| 3 | Financials | 6.61% |
| 4 | Consumer Discretionary | 5.06% |
| 5 | Consumer Staples | 4.97% |
