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
$216M
AUM Growth
+$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
186
New
Increased
Reduced
Closed

Top Buys

1
+$875K
2
+$487K
3
+$407K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$336K
5
PEP icon
PepsiCo
PEP
+$306K

Top Sells

1
+$881K
2
+$586K
3
+$252K
4
ASTH icon
Astrana Health
ASTH
+$235K
5
KFY icon
Korn Ferry
KFY
+$103K

Sector Composition

1 Technology 28.45%
2 Healthcare 14.13%
3 Financials 5.98%
4 Consumer Discretionary 5.33%
5 Consumer Staples 4.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$487K 0.22%
+50,000
102
$481K 0.22%
13,462
103
$481K 0.22%
4,364
-569
104
$477K 0.22%
7,990
105
$475K 0.22%
2,838
+91
106
$470K 0.22%
2,350
+3
107
$469K 0.22%
29,412
+75
108
$458K 0.21%
8,574
-150
109
$449K 0.21%
4,613
+1,293
110
$440K 0.2%
13,483
-306
111
$431K 0.2%
6,158
112
$412K 0.19%
1,135
-17
113
$404K 0.19%
3,444
114
$401K 0.19%
8,015
+15
115
$397K 0.18%
3,765
+84
116
$395K 0.18%
8,876
117
$394K 0.18%
684
-5
118
$394K 0.18%
833
+12
119
$390K 0.18%
2,822
+316
120
$378K 0.17%
917
+4
121
$378K 0.17%
3,918
+211
122
$377K 0.17%
4,293
-659
123
$371K 0.17%
6,104
+146
124
$369K 0.17%
4,057
125
$368K 0.17%
1,829
-14
3 4
5
6 7