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
$329M
AUM Growth
-$3.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1
+$1.27M
2
+$469K
3
+$391K
4
META icon
Meta Platforms (Facebook)
META
+$384K
5
BX icon
Blackstone
BX
+$359K

Top Sells

1
+$10.3M
2
+$423K
3
+$331K
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$300K
5
BLK icon
Blackrock
BLK
+$254K

Sector Composition

1 Technology 32.44%
2 Healthcare 8.35%
3 Financials 7.87%
4 Consumer Discretionary 5.5%
5 Communication Services 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.35M 0.41%
3,294
+2
52
$1.23M 0.37%
6,427
+20
53
$1.2M 0.36%
2,402
+25
54
$1.18M 0.36%
3,674
55
$1.18M 0.36%
8,953
+33
56
$1.16M 0.35%
6,242
+59
57
$1.13M 0.34%
14,454
+918
58
$1.12M 0.34%
4,301
+15
59
$1.11M 0.34%
23,145
-1,829
60
$1.09M 0.33%
9,470
+41
61
$1.07M 0.33%
4,739
+122
62
$1.07M 0.32%
535
63
$1.05M 0.32%
6,926
-157
64
$1.05M 0.32%
4,514
-42
65
$1.05M 0.32%
7,242
-455
66
$999K 0.3%
19,098
+24
67
$986K 0.3%
22,445
+2,094
68
$948K 0.29%
5,501
+2,085
69
$938K 0.28%
2,585
+4
70
$920K 0.28%
10,488
71
$914K 0.28%
5,145
-43
72
$914K 0.28%
3,153
-41
73
$904K 0.27%
7,933
-9
74
$898K 0.27%
36,105
75
$894K 0.27%
14,359
-452
1 2
3
4 5