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
$278M
AUM Growth
+$33.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$6.54M
2
+$1.03M
3
+$744K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$622K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$585K

Top Sells

1
+$533K
2
+$349K
3
+$233K
4
SDGR icon
Schrodinger
SDGR
+$226K
5
NYT icon
New York Times
NYT
+$216K

Sector Composition

1 Technology 28.85%
2 Healthcare 9.82%
3 Financials 6.91%
4 Consumer Discretionary 5.2%
5 Communication Services 4.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.21M 0.8%
44,034
-6,938
27
$2.21M 0.8%
13,991
-365
28
$2.2M 0.79%
3,000
+3
29
$2.19M 0.79%
10,912
-138
30
$2.12M 0.76%
10,082
+10
31
$2.12M 0.76%
4,360
+282
32
$2.01M 0.72%
13,336
+68
33
$1.96M 0.7%
24,508
-111
34
$1.88M 0.67%
30,083
35
$1.8M 0.65%
2,972
-25
36
$1.76M 0.63%
15,104
-84
37
$1.62M 0.58%
5,794
-109
38
$1.61M 0.58%
75,005
-745
39
$1.51M 0.54%
20,547
+1,697
40
$1.5M 0.54%
3,766
41
$1.45M 0.52%
8,548
-101
42
$1.42M 0.51%
9,357
+163
43
$1.3M 0.47%
22,475
+112
44
$1.3M 0.47%
7,938
-58
45
$1.26M 0.45%
14,867
+81
46
$1.22M 0.44%
10,538
+24
47
$1.19M 0.43%
6,369
+428
48
$1.18M 0.42%
3,494
+34
49
$1.17M 0.42%
7,414
-41
50
$1.16M 0.42%
8,870
+23
1
2
3 4 5