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
$216M
AUM Growth
+$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
186
New
Increased
Reduced
Closed

Top Buys

1
+$875K
2
+$487K
3
+$407K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$336K
5
PEP icon
PepsiCo
PEP
+$306K

Top Sells

1
+$881K
2
+$586K
3
+$252K
4
ASTH icon
Astrana Health
ASTH
+$235K
5
KFY icon
Korn Ferry
KFY
+$103K

Sector Composition

1 Technology 28.45%
2 Healthcare 14.13%
3 Financials 5.98%
4 Consumer Discretionary 5.33%
5 Consumer Staples 4.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.7M 0.78%
9,515
+289
27
$1.64M 0.76%
31,180
28
$1.6M 0.74%
22,416
+858
29
$1.51M 0.7%
13,801
+227
30
$1.5M 0.69%
3,022
+359
31
$1.42M 0.66%
67,595
+595
32
$1.39M 0.64%
10,652
+1,509
33
$1.34M 0.62%
5,958
+116
34
$1.31M 0.61%
47,120
+380
35
$1.28M 0.59%
6,256
+3
36
$1.26M 0.58%
12,115
-381
37
$1.25M 0.58%
7,644
+1,631
38
$1.24M 0.57%
6,788
+1,681
39
$1.09M 0.51%
8,847
-130
40
$1.09M 0.5%
8,561
+95
41
$1.06M 0.49%
3,078
-12
42
$970K 0.45%
12,724
+66
43
$961K 0.44%
21,281
-407
44
$960K 0.44%
3,759
45
$953K 0.44%
15,359
+1,468
46
$948K 0.44%
23,093
+175
47
$932K 0.43%
72,494
+2,009
48
$919K 0.42%
8,834
+260
49
$899K 0.42%
38,980
50
$889K 0.41%
3,179
+650
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