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
$227M
AUM Growth
-$2.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1
+$1.18M
2
+$1.15M
3
+$984K
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$983K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$859K

Top Sells

1
+$496K
2
+$486K
3
+$314K
4
VTR icon
Ventas
VTR
+$283K
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$219K

Sector Composition

1 Technology 28.66%
2 Healthcare 10.14%
3 Financials 6.14%
4 Consumer Discretionary 5.99%
5 Consumer Staples 4.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$948K 0.42%
12,621
+517
52
$945K 0.42%
8,508
-227
53
$941K 0.41%
3,759
-122
54
$939K 0.41%
21,487
+11
55
$935K 0.41%
22,872
+706
56
$923K 0.41%
23,875
+1,436
57
$919K 0.4%
16,412
+1,025
58
$886K 0.39%
3,252
-44
59
$869K 0.38%
3,701
60
$866K 0.38%
9,253
61
$863K 0.38%
2,362
62
$848K 0.37%
7,078
63
$846K 0.37%
30,000
64
$846K 0.37%
37,553
-1,427
65
$842K 0.37%
8,926
+1,336
66
$841K 0.37%
3,193
+9
67
$795K 0.35%
2,958
+81
68
$784K 0.35%
8,921
+690
69
$773K 0.34%
17,423
-917
70
$771K 0.34%
5,171
+458
71
$764K 0.34%
+15,218
72
$752K 0.33%
4,070
+3
73
$727K 0.32%
2,662
+30
74
$724K 0.32%
12,814
+635
75
$711K 0.31%
10,394
+400
1 2
3
4 5