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
$230M
AUM Growth
+$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$3.25M
2
+$486K
3
+$314K
4
WM icon
Waste Management
WM
+$245K
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$215K

Top Sells

1
+$2.32M
2
+$2.15M
3
+$932K
4
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$808K
5
PACW
PacWest Bancorp
PACW
+$487K

Sector Composition

1 Technology 30.34%
2 Healthcare 12.16%
3 Consumer Discretionary 6.42%
4 Financials 6%
5 Consumer Staples 4.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.79M 0.78%
9,585
+70
27
$1.71M 0.74%
19,141
+666
28
$1.68M 0.73%
3,117
+95
29
$1.67M 0.73%
30,408
-772
30
$1.64M 0.72%
22,666
+250
31
$1.61M 0.7%
13,484
+1,369
32
$1.57M 0.68%
10,815
+163
33
$1.5M 0.65%
3,396
+318
34
$1.47M 0.64%
13,674
-127
35
$1.45M 0.63%
67,620
+25
36
$1.41M 0.61%
5,918
-40
37
$1.4M 0.61%
6,346
+90
38
$1.3M 0.56%
3,789
+30
39
$1.26M 0.55%
6,788
40
$1.23M 0.54%
7,846
+202
41
$1.18M 0.51%
9,752
+918
42
$1.09M 0.47%
8,859
+12
43
$1.06M 0.46%
3,706
+2
44
$1.05M 0.46%
15,893
+3,182
45
$1.04M 0.45%
8,735
+174
46
$1.02M 0.44%
3,881
-8,865
47
$992K 0.43%
21,476
+195
48
$979K 0.43%
30,000
-5,000
49
$950K 0.41%
3,184
+5
50
$947K 0.41%
2,362
1
2
3 4 5