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
$333M
AUM Growth
+$29.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1
+$2.69M
2
+$1.98M
3
+$1.44M
4
LLY icon
Eli Lilly
LLY
+$1.08M
5
AMZN icon
Amazon
AMZN
+$853K

Top Sells

1
+$2.86M
2
+$302K
3
+$233K
4
CRWD icon
CrowdStrike
CRWD
+$231K
5
MU icon
Micron Technology
MU
+$228K

Sector Composition

1 Technology 30.9%
2 Healthcare 9.21%
3 Financials 6.61%
4 Consumer Discretionary 5.06%
5 Consumer Staples 4.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$916K 0.28%
11,741
-13
77
$903K 0.27%
1,545
-2
78
$884K 0.27%
13,055
-414
79
$877K 0.26%
10,488
+488
80
$866K 0.26%
9,948
+267
81
$850K 0.26%
6,630
82
$838K 0.25%
3,091
-23
83
$821K 0.25%
17,151
+176
84
$816K 0.25%
4,325
+748
85
$812K 0.24%
2,523
86
$808K 0.24%
20,351
-4,165
87
$771K 0.23%
12,376
+23
88
$767K 0.23%
7,528
-74
89
$752K 0.23%
33,897
+117
90
$742K 0.22%
7,048
-103
91
$727K 0.22%
3,706
+345
92
$715K 0.21%
17,108
-488
93
$712K 0.21%
12,014
-10
94
$695K 0.21%
3,660
95
$692K 0.21%
7,570
+534
96
$682K 0.21%
7,915
+22
97
$664K 0.2%
2,352
98
$661K 0.2%
3,786
-115
99
$652K 0.2%
2,408
+41
100
$652K 0.2%
10,054
+150
2 3
4
5 6