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
$328M
AUM Growth
-$1.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
250
New
Increased
Reduced
Closed

Top Buys

1
+$5.42M
2
+$2.14M
3
+$1.88M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.63M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.6M

Top Sells

1
+$2.53M
2
+$506K
3
+$475K
4
HD icon
Home Depot
HD
+$433K
5
COST icon
Costco
COST
+$404K

Sector Composition

1 Technology 27.47%
2 Financials 8.71%
3 Healthcare 7.76%
4 Communication Services 5.08%
5 Consumer Staples 4.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.35M 0.41%
+37,447
52
$1.35M 0.41%
5,193
+1,071
53
$1.33M 0.4%
3,578
+284
54
$1.3M 0.4%
10,655
+26
55
$1.25M 0.38%
2,462
+60
56
$1.23M 0.37%
6,441
+14
57
$1.22M 0.37%
8,978
+25
58
$1.21M 0.37%
3,890
-411
59
$1.19M 0.36%
60,118
+43,868
60
$1.17M 0.36%
23,051
-94
61
$1.15M 0.35%
19,123
+25
62
$1.13M 0.34%
3,129
-355
63
$1.13M 0.34%
3,674
64
$1.12M 0.34%
20,838
+14,757
65
$1.12M 0.34%
+16,212
66
$1.11M 0.34%
+40,579
67
$1.07M 0.33%
5,119
-26
68
$1.04M 0.32%
44,473
+15,970
69
$1.02M 0.31%
12,866
-1,588
70
$1.01M 0.31%
545
+10
71
$994K 0.3%
20,000
72
$990K 0.3%
6,260
+18
73
$980K 0.3%
7,935
+2
74
$946K 0.29%
36,105
75
$942K 0.29%
9,011
-459
1 2
3
4 5