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
$227M
AUM Growth
-$2.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1
+$1.18M
2
+$1.15M
3
+$984K
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$983K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$859K

Top Sells

1
+$496K
2
+$486K
3
+$314K
4
VTR icon
Ventas
VTR
+$283K
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$219K

Sector Composition

1 Technology 28.66%
2 Healthcare 10.14%
3 Financials 6.14%
4 Consumer Discretionary 5.99%
5 Consumer Staples 4.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$516K 0.23%
12,264
+23
102
$510K 0.22%
24,616
-2
103
$508K 0.22%
30,570
+336
104
$504K 0.22%
5,208
+100
105
$491K 0.22%
915
+117
106
$487K 0.21%
1,229
107
$485K 0.21%
20,553
+7,680
108
$478K 0.21%
6,146
-6
109
$468K 0.21%
5,124
+12
110
$459K 0.2%
4,286
-23
111
$459K 0.2%
30,544
-1,076
112
$458K 0.2%
3,067
-19
113
$449K 0.2%
5,000
114
$445K 0.2%
8,574
115
$444K 0.2%
4,646
-87
116
$444K 0.2%
+2,589
117
$443K 0.2%
878
+7
118
$442K 0.19%
4,257
-101
119
$430K 0.19%
6,673
+81
120
$429K 0.19%
7,495
+550
121
$429K 0.19%
4,636
+14
122
$426K 0.19%
6,158
123
$420K 0.19%
484
124
$417K 0.18%
20,856
125
$414K 0.18%
2,757
+452
3 4
5
6 7