WP

Westmount Partners Portfolio holdings

AUM $401M
1-Year Est. Return 24.89%
This Quarter Est. Return
1 Year Est. Return
+24.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$364M
AUM Growth
+$36.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1
+$2.7M
2
+$2.33M
3
+$2.05M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.85M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.3M

Top Sells

1
+$3.72M
2
+$2.48M
3
+$1.41M
4
PM icon
Philip Morris
PM
+$1.26M
5
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$1.12M

Sector Composition

1 Technology 29.24%
2 Financials 8.22%
3 Healthcare 7.09%
4 Communication Services 5.4%
5 Consumer Discretionary 5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$957K 0.26%
13,163
-20
77
$947K 0.26%
7,938
+3
78
$929K 0.26%
5,003
-116
79
$927K 0.25%
11,104
-689
80
$883K 0.24%
12,481
-413
81
$870K 0.24%
6,630
82
$861K 0.24%
3,344
-49
83
$857K 0.24%
25,957
84
$854K 0.23%
4,173
-22
85
$829K 0.23%
27,508
86
$824K 0.23%
3,891
+37
87
$815K 0.22%
5,446
+12
88
$794K 0.22%
33,315
-756
89
$775K 0.21%
1,379
+268
90
$770K 0.21%
12,499
+371
91
$760K 0.21%
12,261
-272
92
$756K 0.21%
7,973
-202
93
$752K 0.21%
8,226
+268
94
$748K 0.21%
9,874
+32
95
$734K 0.2%
8,285
+46
96
$719K 0.2%
12,258
-6,865
97
$714K 0.2%
3,408
+169
98
$713K 0.2%
1,838
+4
99
$709K 0.19%
5,000
100
$699K 0.19%
2,949
+57
2 3
4
5 6