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
$216M
AUM Growth
+$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
186
New
Increased
Reduced
Closed

Top Buys

1
+$875K
2
+$487K
3
+$407K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$336K
5
PEP icon
PepsiCo
PEP
+$306K

Top Sells

1
+$881K
2
+$586K
3
+$252K
4
ASTH icon
Astrana Health
ASTH
+$235K
5
KFY icon
Korn Ferry
KFY
+$103K

Sector Composition

1 Technology 28.45%
2 Healthcare 14.13%
3 Financials 5.98%
4 Consumer Discretionary 5.33%
5 Consumer Staples 4.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$876K 0.4%
35,000
52
$868K 0.4%
3,479
-155
53
$846K 0.39%
22,638
-2,064
54
$835K 0.39%
3,416
55
$832K 0.38%
3,694
+9
56
$814K 0.38%
2,362
+4
57
$808K 0.37%
12,711
+75
58
$804K 0.37%
8,668
+79
59
$792K 0.37%
7,812
+2
60
$792K 0.37%
9,251
61
$786K 0.36%
19,256
-1,250
62
$785K 0.36%
3,704
+101
63
$777K 0.36%
4,064
+14
64
$764K 0.35%
10,116
+18
65
$755K 0.35%
4,738
-25
66
$751K 0.35%
10,830
+8
67
$720K 0.33%
2,979
+226
68
$714K 0.33%
12,006
+506
69
$701K 0.32%
8,258
-101
70
$700K 0.32%
7,054
+21
71
$699K 0.32%
7,232
-1
72
$689K 0.32%
35,810
+1,805
73
$670K 0.31%
6,630
74
$659K 0.3%
13,169
+1,058
75
$645K 0.3%
9,137
+3,099
1 2
3
4 5