WP

Westmount Partners Portfolio holdings

AUM $401M
1-Year Est. Return 24.89%
This Quarter Est. Return
1 Year Est. Return
+24.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$364M
AUM Growth
+$36.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1
+$2.7M
2
+$2.33M
3
+$2.05M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.85M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.3M

Top Sells

1
+$3.72M
2
+$2.48M
3
+$1.41M
4
PM icon
Philip Morris
PM
+$1.26M
5
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$1.12M

Sector Composition

1 Technology 29.24%
2 Financials 8.22%
3 Healthcare 7.09%
4 Communication Services 5.4%
5 Consumer Discretionary 5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$677K 0.19%
7,983
-124
102
$669K 0.18%
3,787
103
$662K 0.18%
3,633
-6,924
104
$659K 0.18%
4,848
-208
105
$658K 0.18%
3,388
-55
106
$647K 0.18%
4,900
-78
107
$637K 0.18%
12,882
+10
108
$635K 0.17%
2,173
-82
109
$634K 0.17%
7,066
110
$610K 0.17%
1,500
+500
111
$603K 0.17%
1,646
112
$589K 0.16%
5,107
+35
113
$589K 0.16%
1,271
+5
114
$584K 0.16%
2,352
115
$573K 0.16%
1,635
+188
116
$565K 0.16%
4,072
117
$564K 0.16%
19,505
-2,099
118
$564K 0.15%
850
+45
119
$546K 0.15%
3,810
-407
120
$532K 0.15%
2,397
-160
121
$526K 0.14%
7,823
122
$525K 0.14%
5,706
123
$523K 0.14%
35,100
124
$515K 0.14%
10,676
-297
125
$513K 0.14%
1,835
3 4
5
6 7