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
$329M
AUM Growth
-$3.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1
+$1.27M
2
+$469K
3
+$391K
4
META icon
Meta Platforms (Facebook)
META
+$384K
5
BX icon
Blackstone
BX
+$359K

Top Sells

1
+$10.3M
2
+$423K
3
+$331K
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$300K
5
BLK icon
Blackrock
BLK
+$254K

Sector Composition

1 Technology 32.44%
2 Healthcare 8.35%
3 Financials 7.87%
4 Consumer Discretionary 5.5%
5 Communication Services 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$597K 0.18%
15,163
-10,741
102
$597K 0.18%
2,352
103
$593K 0.18%
1,127
+75
104
$592K 0.18%
2,397
-11
105
$587K 0.18%
10,375
+10
106
$583K 0.18%
20,856
107
$569K 0.17%
5,027
-32
108
$567K 0.17%
12,869
-4,282
109
$566K 0.17%
1,648
-875
110
$561K 0.17%
20,117
+9
111
$550K 0.17%
40,100
-9,900
112
$544K 0.17%
6,158
113
$544K 0.17%
3,261
-1,064
114
$539K 0.16%
5,072
+60
115
$531K 0.16%
5,337
-233
116
$518K 0.16%
22,736
-5,859
117
$516K 0.16%
4,072
118
$500K 0.15%
805
+7
119
$494K 0.15%
8,876
120
$487K 0.15%
2,363
+1,000
121
$483K 0.15%
1,827
-14
122
$471K 0.14%
8,200
-74
123
$471K 0.14%
13,462
124
$465K 0.14%
5,139
+494
125
$459K 0.14%
10,967
+2,175
3 4
5
6 7