WP

Westmount Partners Portfolio holdings

AUM $401M
1-Year Est. Return 24.89%
This Quarter Est. Return
1 Year Est. Return
+24.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$364M
AUM Growth
+$36.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1
+$2.7M
2
+$2.33M
3
+$2.05M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.85M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.3M

Top Sells

1
+$3.72M
2
+$2.48M
3
+$1.41M
4
PM icon
Philip Morris
PM
+$1.26M
5
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$1.12M

Sector Composition

1 Technology 29.24%
2 Financials 8.22%
3 Healthcare 7.09%
4 Communication Services 5.4%
5 Consumer Discretionary 5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.6M 0.44%
10,066
-21
52
$1.57M 0.43%
3,581
+3
53
$1.5M 0.41%
13,957
-438
54
$1.5M 0.41%
37,466
+19
55
$1.46M 0.4%
2
56
$1.44M 0.4%
10,682
+27
57
$1.37M 0.38%
4,308
-885
58
$1.34M 0.37%
735
+190
59
$1.33M 0.36%
60,118
60
$1.33M 0.36%
3,129
61
$1.3M 0.36%
2,467
+5
62
$1.3M 0.36%
22,728
-323
63
$1.26M 0.35%
6,456
+15
64
$1.22M 0.34%
9,008
+30
65
$1.16M 0.32%
40,579
66
$1.14M 0.31%
8,992
-36
67
$1.14M 0.31%
20,000
68
$1.13M 0.31%
44,570
+97
69
$1.09M 0.3%
3,920
+30
70
$1.06M 0.29%
36,105
71
$1.06M 0.29%
22,380
+16
72
$1.03M 0.28%
6,285
+25
73
$1M 0.28%
12,626
-240
74
$993K 0.27%
4,265
-59
75
$981K 0.27%
3,077
-245
1 2
3
4 5