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
$329M
AUM Growth
-$3.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1
+$1.27M
2
+$469K
3
+$391K
4
META icon
Meta Platforms (Facebook)
META
+$384K
5
BX icon
Blackstone
BX
+$359K

Top Sells

1
+$10.3M
2
+$423K
3
+$331K
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$300K
5
BLK icon
Blackrock
BLK
+$254K

Sector Composition

1 Technology 32.44%
2 Healthcare 8.35%
3 Financials 7.87%
4 Consumer Discretionary 5.5%
5 Communication Services 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.81M 0.85%
41,656
27
$2.47M 0.75%
60,240
28
$2.44M 0.74%
12,822
-8
29
$2.3M 0.7%
20,679
-1,978
30
$2.29M 0.7%
10,364
+195
31
$2.28M 0.69%
9,521
-473
32
$2.21M 0.67%
43,836
+599
33
$2.2M 0.67%
31,352
-295
34
$2.09M 0.63%
6,608
-477
35
$2.04M 0.62%
54,631
36
$2.02M 0.61%
13,957
-287
37
$1.98M 0.6%
3,791
38
$1.91M 0.58%
25,319
+420
39
$1.86M 0.56%
28,543
40
$1.72M 0.52%
83,087
+7,568
41
$1.7M 0.52%
22,233
+1,967
42
$1.66M 0.51%
4,122
-466
43
$1.63M 0.5%
15,175
-259
44
$1.6M 0.49%
2,069
-268
45
$1.54M 0.47%
10,045
+1,450
46
$1.5M 0.45%
14,739
-92
47
$1.43M 0.43%
11,866
+125
48
$1.4M 0.43%
3,484
-10
49
$1.4M 0.42%
20,000
50
$1.37M 0.42%
10,629
+33
1
2
3 4 5