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
$328M
AUM Growth
-$1.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
250
New
Increased
Reduced
Closed

Top Buys

1
+$5.42M
2
+$2.14M
3
+$1.88M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.63M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.6M

Top Sells

1
+$2.53M
2
+$506K
3
+$475K
4
HD icon
Home Depot
HD
+$433K
5
COST icon
Costco
COST
+$404K

Sector Composition

1 Technology 27.47%
2 Financials 8.71%
3 Healthcare 7.76%
4 Communication Services 5.08%
5 Consumer Staples 4.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$218K 0.07%
1,051
+1
227
$216K 0.07%
+5,481
228
$214K 0.07%
+1,025
229
$212K 0.06%
+1,740
230
$211K 0.06%
+384
231
$210K 0.06%
+4,788
232
$206K 0.06%
1,768
233
$205K 0.06%
+8,029
234
$200K 0.06%
5,656
235
$172K 0.05%
14,790
236
$146K 0.04%
29,200
237
$85.9K 0.03%
13,000
238
$27.5K 0.01%
16,550
239
$21.5K 0.01%
1,560
+127
240
– –
-11,000
241
– –
-1,033
242
– –
-1,334
243
– –
-3,376
244
– –
-10,334
245
– –
-2,405
246
– –
-1,749
247
– –
-10,544
248
– –
-337
249
– –
-11,000
250
– –
-2,280
6 7 8 9
10