WP

Westmount Partners Portfolio holdings

AUM $401M
1-Year Est. Return 24.89%
This Quarter Est. Return
1 Year Est. Return
+24.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$364M
AUM Growth
+$36.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1
+$2.7M
2
+$2.33M
3
+$2.05M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.85M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.3M

Top Sells

1
+$3.72M
2
+$2.48M
3
+$1.41M
4
PM icon
Philip Morris
PM
+$1.26M
5
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$1.12M

Sector Composition

1 Technology 29.24%
2 Financials 8.22%
3 Healthcare 7.09%
4 Communication Services 5.4%
5 Consumer Discretionary 5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$235K 0.06%
5,481
227
$234K 0.06%
579
-2,045
228
$234K 0.06%
+1,661
229
$228K 0.06%
1,770
+2
230
$225K 0.06%
2,427
-98
231
$220K 0.06%
+803
232
$219K 0.06%
1,775
+35
233
$218K 0.06%
5,659
+3
234
$216K 0.06%
3,201
235
$215K 0.06%
+400
236
$212K 0.06%
2,673
-14
237
$212K 0.06%
1,052
+1
238
$212K 0.06%
1,071
-9
239
$204K 0.06%
935
-438
240
$201K 0.06%
4,367
-421
241
$200K 0.06%
+427
242
$166K 0.05%
14,790
243
$125K 0.03%
24,200
-5,000
244
$85K 0.02%
13,000
245
$21.8K 0.01%
16,550
246
$18.7K 0.01%
1,560
247
– –
-4,933
248
– –
-16,212
249
– –
-4,908
250
– –
-4,836
7 8 9
10
11