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
$328M
AUM Growth
-$1.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
250
New
Increased
Reduced
Closed

Top Buys

1
+$5.42M
2
+$2.14M
3
+$1.88M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.63M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.6M

Top Sells

1
+$2.53M
2
+$506K
3
+$475K
4
HD icon
Home Depot
HD
+$433K
5
COST icon
Costco
COST
+$404K

Sector Composition

1 Technology 27.47%
2 Financials 8.71%
3 Healthcare 7.76%
4 Communication Services 5.08%
5 Consumer Staples 4.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.64M 0.8%
18,858
-122
27
$2.58M 0.79%
7,033
-1,181
28
$2.48M 0.76%
60,240
29
$2.32M 0.71%
105,293
+73,919
30
$2.31M 0.7%
6,580
-28
31
$2.3M 0.7%
55,381
+750
32
$2.27M 0.69%
31,626
+274
33
$2.18M 0.67%
8,891
-630
34
$2.18M 0.66%
13,143
-814
35
$2.16M 0.66%
42,916
-920
36
$2.14M 0.65%
10,752
+388
37
$2.12M 0.65%
13,573
+751
38
$2.08M 0.64%
25,505
+186
39
$2.03M 0.62%
20,564
-115
40
$1.9M 0.58%
3,841
+50
41
$1.88M 0.57%
+79,827
42
$1.84M 0.56%
24,005
+1,772
43
$1.77M 0.54%
2,144
+75
44
$1.71M 0.52%
14,395
-780
45
$1.68M 0.51%
10,557
-1,309
46
$1.66M 0.51%
79,287
-3,800
47
$1.62M 0.49%
27,155
-1,388
48
$1.6M 0.49%
+2
49
$1.55M 0.47%
10,087
+42
50
$1.37M 0.42%
14,709
-30
1
2
3 4 5