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
$227M
AUM Growth
-$2.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1
+$1.18M
2
+$1.15M
3
+$984K
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$983K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$859K

Top Sells

1
+$496K
2
+$486K
3
+$314K
4
VTR icon
Ventas
VTR
+$283K
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$219K

Sector Composition

1 Technology 28.66%
2 Healthcare 10.14%
3 Financials 6.14%
4 Consumer Discretionary 5.99%
5 Consumer Staples 4.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.03M 0.89%
19,172
+54
27
$1.82M 0.8%
15,466
+1,792
28
$1.76M 0.78%
3,120
+3
29
$1.72M 0.76%
9,746
+161
30
$1.68M 0.74%
12,863
-621
31
$1.64M 0.72%
23,729
+1,063
32
$1.59M 0.7%
10,939
+124
33
$1.58M 0.7%
30,083
-325
34
$1.54M 0.68%
18,947
-194
35
$1.53M 0.67%
70,523
+2,903
36
$1.39M 0.61%
6,038
+120
37
$1.33M 0.58%
4,988
+1,572
38
$1.3M 0.57%
3,431
+35
39
$1.29M 0.57%
7,648
-198
40
$1.23M 0.54%
9,352
-400
41
$1.15M 0.51%
6,792
+4
42
$1.15M 0.51%
+11,425
43
$1.11M 0.49%
3,693
-13
44
$1.1M 0.49%
3,775
-14
45
$1.03M 0.45%
16,191
+298
46
$1.02M 0.45%
8,859
47
$984K 0.43%
+16,400
48
$983K 0.43%
+10,435
49
$966K 0.43%
6,220
+2,068
50
$962K 0.42%
8,004
+110
1
2
3 4 5