WP

Westmount Partners Portfolio holdings

AUM $401M
1-Year Est. Return 24.89%
This Quarter Est. Return
1 Year Est. Return
+24.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$364M
AUM Growth
+$36.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1
+$2.7M
2
+$2.33M
3
+$2.05M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.85M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.3M

Top Sells

1
+$3.72M
2
+$2.48M
3
+$1.41M
4
PM icon
Philip Morris
PM
+$1.26M
5
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$1.12M

Sector Composition

1 Technology 29.24%
2 Financials 8.22%
3 Healthcare 7.09%
4 Communication Services 5.4%
5 Consumer Discretionary 5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.71M 0.74%
28,920
-26,461
27
$2.68M 0.74%
16,852
+26
28
$2.58M 0.71%
8,883
-8
29
$2.57M 0.71%
105,341
+48
30
$2.55M 0.7%
60,240
31
$2.49M 0.68%
31,075
-551
32
$2.49M 0.68%
6,785
-248
33
$2.45M 0.67%
13,812
+239
34
$2.35M 0.65%
18,959
-1,605
35
$2.35M 0.65%
6,615
+35
36
$2.28M 0.63%
10,577
-175
37
$2.25M 0.62%
25,208
-297
38
$2.15M 0.59%
42,643
-273
39
$2.14M 0.59%
85,999
-1,890
40
$2.09M 0.57%
3,844
+3
41
$2.05M 0.56%
+40,000
42
$2.03M 0.56%
24,330
+325
43
$1.96M 0.54%
79,827
44
$1.96M 0.54%
12,804
-339
45
$1.89M 0.52%
64,653
+44,508
46
$1.84M 0.5%
2,355
+211
47
$1.67M 0.46%
26,198
-957
48
$1.66M 0.46%
77,420
-1,867
49
$1.64M 0.45%
4,819
+1,145
50
$1.62M 0.44%
14,712
+3
1
2
3 4 5