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
$245M
AUM Growth
+$17.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$413K
2
+$382K
3
+$365K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$330K
5
NVDA icon
NVIDIA
NVDA
+$297K

Top Sells

1
+$2.71M
2
+$1.31M
3
+$1.15M
4
ATVI
Activision Blizzard
ATVI
+$866K
5
JPST icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$32.4M 13.22%
168,109
+687
2
$12.6M 5.16%
33,616
-293
3
$10.4M 4.24%
23,781
+301
4
$10.1M 4.14%
31,331
5
$6.63M 2.71%
48,947
6
$6.41M 2.62%
13,495
-284
7
$5.22M 2.13%
14,640
+232
8
$5.03M 2.05%
33,101
+1,440
9
$4.98M 2.03%
10,425
-478
10
$4.96M 2.02%
44,390
11
$3.8M 1.55%
36,952
+2,209
12
$3.74M 1.53%
97,525
-2,135
13
$3.32M 1.36%
8,116
-61
14
$3.22M 1.31%
19,686
-702
15
$3.1M 1.26%
26,424
16
$2.88M 1.18%
54,840
-660
17
$2.8M 1.14%
56,530
+6,000
18
$2.8M 1.14%
19,077
+23
19
$2.65M 1.08%
7,660
-41
20
$2.59M 1.06%
43,722
21
$2.56M 1.05%
50,972
-26,049
22
$2.25M 0.92%
14,356
+80
23
$2.24M 0.92%
60,240
24
$2.04M 0.83%
19,379
+207
25
$2.02M 0.83%
10,072
+326
1
2 3 4 5