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
$328M
AUM Growth
-$1.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
250
New
Increased
Reduced
Closed

Top Buys

1
+$5.42M
2
+$2.14M
3
+$1.88M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.63M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.6M

Top Sells

1
+$2.53M
2
+$506K
3
+$475K
4
HD icon
Home Depot
HD
+$433K
5
COST icon
Costco
COST
+$404K

Sector Composition

1 Technology 27.47%
2 Financials 8.71%
3 Healthcare 7.76%
4 Communication Services 5.08%
5 Consumer Staples 4.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$933K 0.28%
22,364
-81
77
$932K 0.28%
4,514
78
$923K 0.28%
12,894
-1,465
79
$916K 0.28%
4,324
-415
80
$894K 0.27%
3,322
+470
81
$892K 0.27%
11,793
+101
82
$854K 0.26%
6,630
83
$838K 0.26%
13,183
-382
84
$814K 0.25%
4,195
-310
85
$799K 0.24%
+25,957
86
$783K 0.24%
8,175
+364
87
$779K 0.24%
8,239
+622
88
$760K 0.23%
5,434
-67
89
$758K 0.23%
+27,508
90
$756K 0.23%
2,624
+458
91
$746K 0.23%
4,978
-1,948
92
$742K 0.23%
7,066
-58
93
$737K 0.22%
3,854
+38
94
$734K 0.22%
34,071
+96
95
$731K 0.22%
12,533
+130
96
$706K 0.22%
4,217
-3,025
97
$705K 0.21%
2,255
-898
98
$702K 0.21%
9,842
-646
99
$702K 0.21%
4,074
+2,598
100
$698K 0.21%
12,128
-401
2 3
4
5 6