WP
Westmount Partners Portfolio holdings
AUM
$364M
This Quarter Return
+4.05%
1 Year Return
+22.85%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$329M
AUM Growth
+$329M
(-1%)
Cap. Flow
-$7.77M
Cap. Flow
% of AUM
-2.36%
Top 10 Holdings %
Top 10 Hldgs %
41.6%
Holding
235
New
5
Increased
90
Reduced
67
Closed
17
Top Buys
| 1 |
Berkshire Hathaway Class B
BRK.B
|
$1.27M |
| 2 |
Schwab US Large- Cap ETF
SCHX
|
$641K |
| 3 |
Schwab US Broad Market ETF
SCHB
|
$515K |
| 4 |
Schwab U.S Small- Cap ETF
SCHA
|
$502K |
| 5 |
Schwab US Large-Cap Growth ETF
SCHG
|
$421K |
Top Sells
| 1 |
iShares Short Treasury Bond ETF
SHV
|
$10.3M |
| 2 |
SPDR DoubleLine Total Return Tactical ETF
TOTL
|
$423K |
| 3 |
Amazon
AMZN
|
$331K |
| 4 |
Vanguard Mega Cap Growth ETF
MGK
|
$300K |
| 5 |
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% |
