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
$364M
AUM Growth
+$36.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1 +$2.7M
2 +$2.33M
3 +$2.05M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.85M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.3M

Top Sells

1 +$3.72M
2 +$2.48M
3 +$1.41M
4
PM icon
Philip Morris
PM
+$1.26M
5
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$1.12M

Sector Composition

1 Technology 29.24%
2 Financials 8.22%
3 Healthcare 7.09%
4 Communication Services 5.4%
5 Consumer Discretionary 5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
BSX icon
201
Boston Scientific
BSX
$145B
$283K 0.08%
2,639
+33
VZ icon
202
Verizon
VZ
$170B
$281K 0.08%
6,500
+118
ED icon
203
Consolidated Edison
ED
$36.5B
$277K 0.08%
2,757
MFC icon
204
Manulife Financial
MFC
$53.5B
$275K 0.08%
8,608
INTC icon
205
Intel
INTC
$175B
$272K 0.07%
12,144
+202
STWD icon
206
Starwood Property Trust
STWD
$6.73B
$271K 0.07%
13,494
-1,107
MAT icon
207
Mattel
MAT
$5.83B
$269K 0.07%
13,637
ICE icon
208
Intercontinental Exchange
ICE
$87.8B
$268K 0.07%
1,463
SYK icon
209
Stryker
SYK
$141B
$268K 0.07%
678
-175
NTHI
210
NeOnc Technologies
NTHI
$202M
$261K 0.07%
73,246
+56,358
KMPR icon
211
Kemper
KMPR
$2.97B
$260K 0.07%
4,035
AZO icon
212
AutoZone
AZO
$66.8B
$256K 0.07%
+69
VNQ icon
213
Vanguard Real Estate ETF
VNQ
$34.1B
$253K 0.07%
2,842
+13
IJK icon
214
iShares S&P Mid-Cap 400 Growth ETF
IJK
$9.12B
$253K 0.07%
2,776
MMM icon
215
3M
MMM
$80.6B
$252K 0.07%
1,658
-16
INTU icon
216
Intuit
INTU
$180B
$250K 0.07%
+317
NYT icon
217
New York Times
NYT
$9.06B
$247K 0.07%
4,414
FTNT icon
218
Fortinet
FTNT
$63.7B
$245K 0.07%
+2,321
XNTK icon
219
SPDR NYSE Technology ETF
XNTK
$1.45B
$245K 0.07%
+1,033
CWB icon
220
SPDR Bloomberg Convertible Securities ETF
CWB
$4.7B
$242K 0.07%
2,932
+9
PSN icon
221
Parsons
PSN
$8.88B
$242K 0.07%
+3,376
XLE icon
222
Energy Select Sector SPDR Fund
XLE
$25.8B
$242K 0.07%
2,850
-390
CVS icon
223
CVS Health
CVS
$103B
$241K 0.07%
3,493
TXN icon
224
Texas Instruments
TXN
$160B
$236K 0.06%
+1,136
AMD icon
225
Advanced Micro Devices
AMD
$381B
$235K 0.06%
+1,659