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
1
$35.7M 11.77%
164,575
-2,787
2
$14.8M 4.89%
32,406
+56
3
$13.2M 4.36%
26,365
+1,291
4
$13.1M 4.32%
118,840
+59,633
5
$12.5M 4.14%
29,303
-1,806
6
$7.92M 2.61%
14,518
-949
7
$7.33M 2.42%
44,670
+290
8
$7.33M 2.42%
58,949
-2,581
9
$6.93M 2.29%
35,130
+678
10
$6.27M 2.07%
11,437
+29
11
$5.89M 1.94%
14,536
+34
12
$5.02M 1.66%
47,609
-1,333
13
$4.86M 1.61%
43,120
+4,010
14
$4.05M 1.34%
8,395
+10
15
$3.73M 1.23%
93,778
-1,917
16
$3.7M 1.22%
54,899
-109
17
$3.46M 1.14%
19,757
-1
18
$3.38M 1.12%
3,998
+998
19
$3.09M 1.02%
18,963
-1
20
$3.03M 1%
25,991
-433
21
$2.93M 0.97%
10,949
+317
22
$2.91M 0.96%
43,722
23
$2.84M 0.94%
19,822
+91
24
$2.79M 0.92%
8,295
+686
25
$2.36M 0.78%
12,895
-441
1
2 3 4 5