WP

Westmount Partners Portfolio holdings

AUM $406M
1-Year Est. Return 26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$387M
AUM Growth
+$23.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
258
New
Increased
Reduced
Closed

Top Buys

1
+$1.2M
2
+$410K
3
+$348K
4
MSTR icon
Strategy Inc
MSTR
+$331K
5
MELI icon
Mercado Libre
MELI
+$250K

Top Sells

1
+$2.41M
2
+$1.3M
3
+$1.1M
4
AAPL icon
Apple
AAPL
+$947K
5
MGV icon
Vanguard Mega Cap Value ETF
MGV
+$870K

Sector Composition

1 Technology 31.23%
2 Financials 7.75%
3 Healthcare 6.85%
4 Communication Services 5.45%
5 Consumer Discretionary 4.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$276K 0.07%
1,941
-357
202
$271K 0.07%
8,608
203
$271K 0.07%
2,757
204
$269K 0.07%
3,493
205
$268K 0.07%
2,940
+8
206
$267K 0.07%
2,776
207
$264K 0.07%
13,579
+85
208
$264K 0.07%
1,680
+19
209
$262K 0.07%
2,861
+19
210
$261K 0.07%
1,591
-68
211
$259K 0.07%
1,661
+3
212
$258K 0.07%
3,239
-646
213
$255K 0.07%
700
+22
214
$255K 0.07%
803
215
$255K 0.07%
5,700
216
$254K 0.07%
5,481
217
$253K 0.07%
2,639
218
$251K 0.06%
1,740
-35
219
$248K 0.06%
400
220
$246K 0.06%
1,770
221
$246K 0.06%
4,414
222
$240K 0.06%
8,826
-5,165
223
$238K 0.06%
1,463
224
$236K 0.06%
13,637
225
$232K 0.06%
5,665
+6
7 8
9
10 11