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
$278M
AUM Growth
+$33.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$6.54M
2
+$1.03M
3
+$744K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$622K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$585K

Top Sells

1
+$533K
2
+$349K
3
+$233K
4
SDGR icon
Schrodinger
SDGR
+$226K
5
NYT icon
New York Times
NYT
+$216K

Sector Composition

1 Technology 28.85%
2 Healthcare 9.82%
3 Financials 6.91%
4 Consumer Discretionary 5.2%
5 Communication Services 4.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$766K 0.28%
4,194
+10
77
$749K 0.27%
12,335
+1,915
78
$749K 0.27%
6,999
+39
79
$746K 0.27%
17,198
-778
80
$744K 0.27%
+13,042
81
$735K 0.26%
5,567
-454
82
$723K 0.26%
2,523
83
$718K 0.26%
9,990
-549
84
$717K 0.26%
9,918
-372
85
$713K 0.26%
3,132
+24
86
$703K 0.25%
1,547
+1,002
87
$685K 0.25%
9,681
+94
88
$681K 0.25%
7,578
-611
89
$680K 0.24%
33,405
+1,536
90
$676K 0.24%
16,192
+372
91
$667K 0.24%
534
+50
92
$663K 0.24%
11,901
-426
93
$656K 0.24%
3,660
+59
94
$651K 0.23%
14,728
-1,051
95
$640K 0.23%
3,930
+1,803
96
$636K 0.23%
2,352
97
$622K 0.22%
4,438
+79
98
$601K 0.22%
13,872
99
$600K 0.22%
2,354
100
$582K 0.21%
8,246
+188
2 3
4
5 6