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
$192M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$22.2M
2
+$9.8M
3
+$9.63M
4
MSFT icon
Microsoft
MSFT
+$7.82M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$7.04M

Top Sells

No sells this quarter

Sector Composition

1 Technology 26%
2 Healthcare 14.58%
3 Financials 6.44%
4 Consumer Discretionary 4.91%
5 Consumer Staples 4.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.56M 0.81%
+12,700
27
$1.52M 0.79%
+18,614
28
$1.5M 0.78%
+13,574
29
$1.42M 0.74%
+21,558
30
$1.39M 0.72%
+67,000
31
$1.23M 0.64%
+9,143
32
$1.22M 0.63%
+2,663
33
$1.21M 0.63%
+5,842
34
$1.2M 0.62%
+6,253
35
$1.12M 0.58%
+8,977
36
$1.1M 0.57%
+12,496
37
$1.08M 0.56%
+6,013
38
$1.05M 0.55%
+20,506
39
$1.02M 0.53%
+24,702
40
$997K 0.52%
+3,759
41
$952K 0.49%
+12,658
42
$931K 0.48%
+8,466
43
$923K 0.48%
+5,107
44
$918K 0.48%
+22,918
45
$911K 0.47%
+3,090
46
$910K 0.47%
+21,688
47
$886K 0.46%
+70,485
48
$884K 0.46%
+13,891
49
$868K 0.45%
+4,050
50
$842K 0.44%
+38,980
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