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
$278M
AUM Growth
+$33.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$6.54M
2
+$1.03M
3
+$744K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$622K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$585K

Top Sells

1
+$533K
2
+$349K
3
+$233K
4
SDGR icon
Schrodinger
SDGR
+$226K
5
NYT icon
New York Times
NYT
+$216K

Sector Composition

1 Technology 28.85%
2 Healthcare 9.82%
3 Financials 6.91%
4 Consumer Discretionary 5.2%
5 Communication Services 4.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$435K 0.16%
3,312
+13
127
$417K 0.15%
11,238
+36
128
$416K 0.15%
716
+23
129
$415K 0.15%
792
+2
130
$415K 0.15%
4,516
-259
131
$408K 0.15%
3,255
+135
132
$402K 0.14%
7,990
133
$395K 0.14%
1,491
+100
134
$390K 0.14%
1,296
+102
135
$390K 0.14%
4,035
+30
136
$390K 0.14%
3,165
-88
137
$389K 0.14%
4,136
-317
138
$384K 0.14%
936
+11
139
$383K 0.14%
4,957
140
$382K 0.14%
1,833
+316
141
$381K 0.14%
769
-92
142
$376K 0.14%
521
143
$369K 0.13%
5,440
144
$368K 0.13%
20,856
145
$345K 0.12%
3,215
+92
146
$345K 0.12%
+3,759
147
$343K 0.12%
989
148
$341K 0.12%
8,302
-526
149
$336K 0.12%
13,278
-99
150
$334K 0.12%
1,462
-16
4 5
6
7 8