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
$329M
AUM Growth
-$3.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1
+$1.27M
2
+$469K
3
+$391K
4
META icon
Meta Platforms (Facebook)
META
+$384K
5
BX icon
Blackstone
BX
+$359K

Top Sells

1
+$10.3M
2
+$423K
3
+$331K
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$300K
5
BLK icon
Blackrock
BLK
+$254K

Sector Composition

1 Technology 32.44%
2 Healthcare 8.35%
3 Financials 7.87%
4 Consumer Discretionary 5.5%
5 Communication Services 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
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-268
227
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-3,361
228
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-5,481
229
– –
-744
230
– –
-23,646
231
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-400
232
– –
-2,040
233
– –
-3,100
234
– –
-1,513
235
– –
-15,500
6 7 8 9
10