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
$227M
AUM Growth
-$2.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1
+$1.18M
2
+$1.15M
3
+$984K
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$983K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$859K

Top Sells

1
+$496K
2
+$486K
3
+$314K
4
VTR icon
Ventas
VTR
+$283K
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$219K

Sector Composition

1 Technology 28.66%
2 Healthcare 10.14%
3 Financials 6.14%
4 Consumer Discretionary 5.99%
5 Consumer Staples 4.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$711K 0.31%
14,393
-617
77
$702K 0.31%
+13,933
78
$689K 0.3%
10,129
-1
79
$684K 0.3%
11,786
+679
80
$676K 0.3%
6,929
81
$672K 0.3%
6,630
82
$653K 0.29%
23,844
+698
83
$625K 0.28%
3,259
+267
84
$614K 0.27%
18,503
-799
85
$611K 0.27%
13,462
86
$606K 0.27%
+9,411
87
$601K 0.27%
5,842
-13
88
$593K 0.26%
7,585
-598
89
$592K 0.26%
3,845
90
$588K 0.26%
10,710
+685
91
$578K 0.25%
9,137
92
$572K 0.25%
2,523
93
$553K 0.24%
2,352
94
$552K 0.24%
14,077
+52
95
$548K 0.24%
15,425
+1,983
96
$548K 0.24%
2,633
+11
97
$547K 0.24%
3,600
-9
98
$536K 0.24%
54,631
+465
99
$525K 0.23%
2,525
+75
100
$516K 0.23%
10,345
+2,320
2 3
4
5 6