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
$227M
AUM Growth
-$2.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1
+$1.18M
2
+$1.15M
3
+$984K
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$983K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$859K

Top Sells

1
+$496K
2
+$486K
3
+$314K
4
VTR icon
Ventas
VTR
+$283K
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$219K

Sector Composition

1 Technology 28.66%
2 Healthcare 10.14%
3 Financials 6.14%
4 Consumer Discretionary 5.99%
5 Consumer Staples 4.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$410K 0.18%
2,838
127
$406K 0.18%
8,876
128
$394K 0.17%
7,990
129
$387K 0.17%
2,808
-48
130
$387K 0.17%
11,936
-1,832
131
$385K 0.17%
4,359
+275
132
$377K 0.17%
1,852
+9
133
$372K 0.16%
9,035
-109
134
$371K 0.16%
4,057
135
$365K 0.16%
3,394
-50
136
$363K 0.16%
6,753
+843
137
$353K 0.16%
20,958
+9
138
$352K 0.16%
3,407
139
$348K 0.15%
923
+3
140
$346K 0.15%
3,367
+114
141
$346K 0.15%
683
142
$343K 0.15%
11,167
+40
143
$340K 0.15%
3,852
-70
144
$333K 0.15%
5,718
+15
145
$325K 0.14%
3,118
146
$319K 0.14%
+4,476
147
$317K 0.14%
+4,995
148
$315K 0.14%
+6,366
149
$308K 0.14%
8,123
-789
150
$306K 0.13%
16,836
+8
4 5
6
7 8