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
$192M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$22.2M
2
+$9.8M
3
+$9.63M
4
MSFT icon
Microsoft
MSFT
+$7.82M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$7.04M

Top Sells

No sells this quarter

Sector Composition

1 Technology 26%
2 Healthcare 14.58%
3 Financials 6.44%
4 Consumer Discretionary 4.91%
5 Consumer Staples 4.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$830K 0.43%
+7,033
52
$813K 0.42%
+7,810
53
$790K 0.41%
+2,358
54
$780K 0.41%
+10,098
55
$779K 0.4%
+10,822
56
$777K 0.4%
+8,589
57
$776K 0.4%
+3,685
58
$774K 0.4%
+3,634
59
$770K 0.4%
+4,763
60
$761K 0.4%
+8,574
61
$755K 0.39%
+12,636
62
$732K 0.38%
+3,416
63
$723K 0.38%
+2,753
64
$708K 0.37%
+9,251
65
$704K 0.37%
+8,359
66
$693K 0.36%
+20,927
67
$685K 0.36%
+7,233
68
$683K 0.35%
+46,740
69
$682K 0.35%
+6,630
70
$667K 0.35%
+2,529
71
$659K 0.34%
+35,000
72
$650K 0.34%
+11,500
73
$643K 0.33%
+4,234
74
$633K 0.33%
+6,812
75
$626K 0.33%
+34,005
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