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
$216M
AUM Growth
+$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
186
New
Increased
Reduced
Closed

Top Buys

1
+$875K
2
+$487K
3
+$407K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$336K
5
PEP icon
PepsiCo
PEP
+$306K

Top Sells

1
+$881K
2
+$586K
3
+$252K
4
ASTH icon
Astrana Health
ASTH
+$235K
5
KFY icon
Korn Ferry
KFY
+$103K

Sector Composition

1 Technology 28.45%
2 Healthcare 14.13%
3 Financials 5.98%
4 Consumer Discretionary 5.33%
5 Consumer Staples 4.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$638K 0.29%
9,987
+10
77
$634K 0.29%
16,728
+2,103
78
$634K 0.29%
4,113
-121
79
$633K 0.29%
2,978
+238
80
$623K 0.29%
5,852
+354
81
$603K 0.28%
2,636
+757
82
$590K 0.27%
6,874
+62
83
$590K 0.27%
20,616
-311
84
$580K 0.27%
3,823
+16
85
$561K 0.26%
2,352
86
$560K 0.26%
13,858
+91
87
$550K 0.25%
3,609
+100
88
$549K 0.25%
2,605
+13
89
$542K 0.25%
12,141
+422
90
$535K 0.25%
6,945
-77
91
$534K 0.25%
10,191
+5,426
92
$531K 0.25%
5,100
+290
93
$529K 0.24%
4,317
+212
94
$526K 0.24%
20,856
95
$526K 0.24%
54,166
96
$525K 0.24%
13,498
-347
97
$521K 0.24%
5,144
+169
98
$516K 0.24%
24,616
99
$516K 0.24%
2,523
100
$510K 0.24%
3,093
+6
2 3
4
5 6