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
$278M
AUM Growth
+$33.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$6.54M
2
+$1.03M
3
+$744K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$622K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$585K

Top Sells

1
+$533K
2
+$349K
3
+$233K
4
SDGR icon
Schrodinger
SDGR
+$226K
5
NYT icon
New York Times
NYT
+$216K

Sector Composition

1 Technology 28.85%
2 Healthcare 9.82%
3 Financials 6.91%
4 Consumer Discretionary 5.2%
5 Communication Services 4.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$579K 0.21%
5,095
102
$563K 0.2%
2,254
+7
103
$562K 0.2%
5,000
-391
104
$561K 0.2%
10,342
-190
105
$549K 0.2%
2,847
-172
106
$547K 0.2%
12,548
+196
107
$530K 0.19%
30,120
-435
108
$523K 0.19%
21,260
-3,356
109
$518K 0.19%
6,163
+5
110
$515K 0.19%
18,575
+1,658
111
$515K 0.19%
2,870
+121
112
$510K 0.18%
2,824
-1,063
113
$503K 0.18%
11,993
-459
114
$486K 0.18%
1,010
-23
115
$485K 0.17%
8,274
-300
116
$483K 0.17%
8,876
117
$469K 0.17%
5,135
-94
118
$466K 0.17%
20,088
-68
119
$463K 0.17%
4,058
+1
120
$461K 0.17%
6,883
+210
121
$456K 0.16%
1,853
-106
122
$450K 0.16%
+2,640
123
$443K 0.16%
6,931
124
$438K 0.16%
2,825
-80
125
$437K 0.16%
4,768
+10
3 4
5
6 7