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
$192M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$22.2M
2
+$9.8M
3
+$9.63M
4
MSFT icon
Microsoft
MSFT
+$7.82M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$7.04M

Top Sells

No sells this quarter

Sector Composition

1 Technology 26%
2 Healthcare 14.58%
3 Financials 6.44%
4 Consumer Discretionary 4.91%
5 Consumer Staples 4.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$438K 0.23%
+29,337
102
$437K 0.23%
+8,724
103
$437K 0.23%
+7,990
104
$435K 0.23%
+821
105
$434K 0.23%
+2,523
106
$434K 0.23%
+3,603
107
$415K 0.22%
+6,158
108
$415K 0.22%
+3,444
109
$401K 0.21%
+1,152
110
$398K 0.21%
+3,681
111
$397K 0.21%
+4,765
112
$392K 0.2%
+913
113
$390K 0.2%
+8,876
114
$387K 0.2%
+8,000
115
$384K 0.2%
+6,038
116
$382K 0.2%
+3,707
117
$382K 0.2%
+1,843
118
$379K 0.2%
+689
119
$375K 0.19%
+20,856
120
$367K 0.19%
+4,952
121
$364K 0.19%
+13,789
122
$352K 0.18%
+2,506
123
$342K 0.18%
+5,958
124
$341K 0.18%
+10,992
125
$339K 0.18%
+4,057
3 4
5
6 7