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
$192M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$22.2M
2
+$9.8M
3
+$9.63M
4
MSFT icon
Microsoft
MSFT
+$7.82M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$7.04M

Top Sells

No sells this quarter

Sector Composition

1 Technology 26%
2 Healthcare 14.58%
3 Financials 6.44%
4 Consumer Discretionary 4.91%
5 Consumer Staples 4.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$336K 0.17%
+3,320
127
$333K 0.17%
+22,113
128
$330K 0.17%
+13,119
129
$328K 0.17%
+3,117
130
$319K 0.17%
+5,000
131
$316K 0.16%
+3,386
132
$300K 0.16%
+9,161
133
$295K 0.15%
+7,781
134
$292K 0.15%
+13,278
135
$291K 0.15%
+5,578
136
$290K 0.15%
+5,500
137
$290K 0.15%
+484
138
$287K 0.15%
+13,046
139
$282K 0.15%
+5,278
140
$279K 0.15%
+3,255
141
$267K 0.14%
+3,057
142
$267K 0.14%
+5,922
143
$264K 0.14%
+19,207
144
$263K 0.14%
+2,757
145
$262K 0.14%
+715
146
$253K 0.13%
+18,220
147
$252K 0.13%
+2,518
148
$247K 0.13%
+1,049
149
$246K 0.13%
+4,216
150
$243K 0.13%
+2,944
3 4 5
6
7