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
$333M
AUM Growth
+$29.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1
+$2.69M
2
+$1.98M
3
+$1.44M
4
LLY icon
Eli Lilly
LLY
+$1.08M
5
AMZN icon
Amazon
AMZN
+$853K

Top Sells

1
+$2.86M
2
+$302K
3
+$233K
4
CRWD icon
CrowdStrike
CRWD
+$231K
5
MU icon
Micron Technology
MU
+$228K

Sector Composition

1 Technology 30.9%
2 Healthcare 9.21%
3 Financials 6.61%
4 Consumer Discretionary 5.06%
5 Consumer Staples 4.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$453K 0.14%
3,926
-158
127
$452K 0.14%
730
+14
128
$443K 0.13%
6,711
-172
129
$439K 0.13%
4,645
+22
130
$431K 0.13%
3,256
131
$429K 0.13%
4,849
+709
132
$427K 0.13%
4,385
-792
133
$425K 0.13%
2,520
134
$424K 0.13%
523
135
$413K 0.12%
706
-17
136
$412K 0.12%
2,511
-152
137
$409K 0.12%
8,107
-4,196
138
$408K 0.12%
3,018
-210
139
$403K 0.12%
8,792
+159
140
$402K 0.12%
7,990
141
$402K 0.12%
5,012
-80
142
$401K 0.12%
5,523
-460
143
$395K 0.12%
947
-24
144
$393K 0.12%
2,814
145
$391K 0.12%
11,319
+40
146
$388K 0.12%
1,635
+164
147
$380K 0.11%
5,139
+24
148
$362K 0.11%
2,826
+58
149
$358K 0.11%
3,240
150
$356K 0.11%
12,546
-40
4 5
6
7 8