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
$216M
AUM Growth
+$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
186
New
Increased
Reduced
Closed

Top Buys

1
+$875K
2
+$487K
3
+$407K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$336K
5
PEP icon
PepsiCo
PEP
+$306K

Top Sells

1
+$881K
2
+$586K
3
+$252K
4
ASTH icon
Astrana Health
ASTH
+$235K
5
KFY icon
Korn Ferry
KFY
+$103K

Sector Composition

1 Technology 28.45%
2 Healthcare 14.13%
3 Financials 5.98%
4 Consumer Discretionary 5.33%
5 Consumer Staples 4.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$364K 0.17%
5,500
127
$363K 0.17%
9,405
+244
128
$358K 0.17%
6,225
+2,100
129
$357K 0.16%
22,128
+15
130
$349K 0.16%
11,642
+650
131
$348K 0.16%
8,811
+1,030
132
$340K 0.16%
484
133
$335K 0.15%
3,418
+38
134
$332K 0.15%
4,355
-1,223
135
$331K 0.15%
3,118
+1
136
$329K 0.15%
13,494
+375
137
$316K 0.15%
5,000
138
$306K 0.14%
13,846
+800
139
$290K 0.13%
13,278
140
$285K 0.13%
+5,458
141
$281K 0.13%
17,220
-1,000
142
$280K 0.13%
816
+101
143
$279K 0.13%
5,688
+410
144
$273K 0.13%
3,676
+290
145
$272K 0.13%
8,443
+1,000
146
$267K 0.12%
934
+49
147
$264K 0.12%
2,757
148
$262K 0.12%
1,735
+110
149
$260K 0.12%
3,138
-117
150
$259K 0.12%
3,116
+172
4 5
6
7 8