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
$329M
AUM Growth
-$3.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1
+$1.27M
2
+$469K
3
+$391K
4
META icon
Meta Platforms (Facebook)
META
+$384K
5
BX icon
Blackstone
BX
+$359K

Top Sells

1
+$10.3M
2
+$423K
3
+$331K
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$300K
5
BLK icon
Blackrock
BLK
+$254K

Sector Composition

1 Technology 32.44%
2 Healthcare 8.35%
3 Financials 7.87%
4 Consumer Discretionary 5.5%
5 Communication Services 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$882K 0.27%
4,505
-264
77
$847K 0.26%
2,852
-239
78
$841K 0.26%
5,091
+91
79
$828K 0.25%
6,630
80
$824K 0.25%
13,565
+510
81
$822K 0.25%
11,692
-49
82
$773K 0.23%
9,681
-267
83
$773K 0.23%
12,403
+27
84
$771K 0.23%
33,975
+78
85
$751K 0.23%
1,545
86
$739K 0.22%
3,816
+110
87
$737K 0.22%
28,503
+10,311
88
$727K 0.22%
31,374
+20,229
89
$727K 0.22%
7,811
+283
90
$718K 0.22%
12,529
+515
91
$717K 0.22%
9,687
-367
92
$706K 0.21%
7,124
+76
93
$705K 0.21%
7,958
+43
94
$683K 0.21%
7,617
+47
95
$678K 0.21%
3,660
96
$677K 0.21%
18,041
+933
97
$641K 0.19%
3,786
98
$627K 0.19%
2,166
-354
99
$617K 0.19%
3,487
+21
100
$600K 0.18%
8,107
2 3
4
5 6