WP
Westmount Partners Portfolio holdings
AUM $328M
AUM
$328M
AUM Growth
-$1.3M (-0.4%)
Cap. Flow
+$20.2M
Cap. Flow % of AUM
6.16%
Top 10 Holdings %Top 10 Hldgs %
37.25%
Holding
250
New
32
Increased
87
Reduced
78
Closed
11
Top Buys
| 1 | $5.42M | |
| 2 | $2.14M | |
| 3 | $1.88M | |
| 4 | $1.63M | |
| 5 | $1.6M |
Top Sells
| 1 | $2.53M | |
| 2 | $506K | |
| 3 | $475K | |
| 4 | $433K | |
| 5 | $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 | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $2.64M | 0.8% | 18,858 -122 | -0.6% | -$17.1K | |||
| $2.58M | 0.79% | 7,033 -1,181 | -14% | -$433K | |||
| $2.48M | 0.76% | 60,240 | – | – | |||
| $2.32M | 0.71% | 105,293 +73,919 | +236% | +$1.63M | |||
| $2.31M | 0.7% | 6,580 -28 | -0.4% | -$9.81K | |||
| $2.3M | 0.7% | 55,381 +750 | +1% | +$31.2K | |||
| $2.27M | 0.69% | 31,626 +274 | +0.9% | +$19.7K | |||
| $2.18M | 0.67% | 8,891 -630 | -7% | -$155K | |||
| $2.18M | 0.66% | 13,143 -814 | -6% | -$135K | |||
| $2.16M | 0.66% | 42,916 -920 | -2% | -$46.3K | |||
| $2.14M | 0.65% | 10,752 +388 | +4% | +$77.4K | |||
| $2.12M | 0.65% | 13,573 +751 | +6% | +$117K | |||
| $2.08M | 0.64% | 25,505 +186 | +0.7% | +$15.2K | |||
| $2.03M | 0.62% | 20,564 -115 | -0.6% | -$11.4K | |||
| $1.9M | 0.58% | 3,841 +50 | +1% | +$24.8K | |||
| $1.88M | 0.57% | 79,827 | New | +$1.88M | |||
| $1.84M | 0.56% | 24,005 +1,772 | +8% | +$136K | |||
| $1.77M | 0.54% | 2,144 +75 | +4% | +$61.9K | |||
| $1.71M | 0.52% | 14,395 -780 | -5% | -$92.8K | |||
| $1.68M | 0.51% | 10,557 -1,309 | -11% | -$208K | |||
| $1.66M | 0.51% | 79,287 -3,800 | -5% | -$79.6K | |||
| $1.62M | 0.49% | 27,155 -1,388 | -5% | -$82.9K | |||
| $1.6M | 0.49% | 2 | New | +$1.6M | |||
| $1.55M | 0.47% | 10,087 +42 | +0.4% | +$6.45K | |||
| $1.37M | 0.42% | 14,709 -30 | -0.2% | -$2.79K |
