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
$278M
AUM Growth
+$33.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$6.54M
2
+$1.03M
3
+$744K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$622K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$585K

Top Sells

1
+$533K
2
+$349K
3
+$233K
4
SDGR icon
Schrodinger
SDGR
+$226K
5
NYT icon
New York Times
NYT
+$216K

Sector Composition

1 Technology 28.85%
2 Healthcare 9.82%
3 Financials 6.91%
4 Consumer Discretionary 5.2%
5 Communication Services 4.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.16M 0.42%
6,618
-54
52
$1.13M 0.41%
3,292
-28
53
$1.12M 0.4%
22,388
-1,771
54
$1.1M 0.4%
54,631
55
$1.08M 0.39%
3,812
+885
56
$1.08M 0.39%
3,734
+13
57
$1.07M 0.38%
9,638
+804
58
$1.02M 0.37%
13,215
-368
59
$1.02M 0.37%
25,362
-512
60
$1M 0.36%
2,362
61
$982K 0.35%
6,184
+8
62
$973K 0.35%
20,000
63
$943K 0.34%
2,573
-50
64
$934K 0.34%
24,638
+1,151
65
$919K 0.33%
36,105
66
$914K 0.33%
5,020
+2
67
$909K 0.33%
5,173
-249
68
$901K 0.32%
7,078
69
$895K 0.32%
14,631
-2,355
70
$886K 0.32%
11,934
+2,306
71
$863K 0.31%
3,060
+6
72
$844K 0.3%
13,330
-166
73
$834K 0.3%
4,064
-9
74
$830K 0.3%
1,067
+45
75
$792K 0.29%
6,630
1 2
3
4 5