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
$192M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$22.2M
2
+$9.8M
3
+$9.63M
4
MSFT icon
Microsoft
MSFT
+$7.82M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$7.04M

Top Sells

No sells this quarter

Sector Composition

1 Technology 26%
2 Healthcare 14.58%
3 Financials 6.44%
4 Consumer Discretionary 4.91%
5 Consumer Staples 4.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$610K 0.32%
+5,498
77
$587K 0.31%
+7,022
78
$586K 0.3%
+3,456
79
$584K 0.3%
+9,977
80
$583K 0.3%
+2,352
81
$571K 0.3%
+12,111
82
$552K 0.29%
+3,807
83
$546K 0.28%
+4,975
84
$545K 0.28%
+13,845
85
$537K 0.28%
+13,767
86
$536K 0.28%
+11,719
87
$532K 0.28%
+3,509
88
$528K 0.27%
+2,592
89
$525K 0.27%
+4,933
90
$522K 0.27%
+2,740
91
$511K 0.27%
+14,625
92
$508K 0.26%
+13,462
93
$499K 0.26%
+24,616
94
$480K 0.25%
+4,105
95
$477K 0.25%
+4,810
96
$477K 0.25%
+2,747
97
$468K 0.24%
+2,347
98
$456K 0.24%
+3,087
99
$450K 0.23%
+1,879
100
$441K 0.23%
+54,166
2 3
4
5 6