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
$329M
AUM Growth
-$3.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1
+$1.27M
2
+$469K
3
+$391K
4
META icon
Meta Platforms (Facebook)
META
+$384K
5
BX icon
Blackstone
BX
+$359K

Top Sells

1
+$10.3M
2
+$423K
3
+$331K
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$300K
5
BLK icon
Blackrock
BLK
+$254K

Sector Composition

1 Technology 32.44%
2 Healthcare 8.35%
3 Financials 7.87%
4 Consumer Discretionary 5.5%
5 Communication Services 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$445K 0.14%
6,210
-98
127
$428K 0.13%
1,875
-3
128
$426K 0.13%
3,954
+28
129
$421K 0.13%
3,257
+1
130
$420K 0.13%
6,711
131
$411K 0.12%
2,081
+213
132
$408K 0.12%
20,360
-3,062
133
$405K 0.12%
6,773
-135
134
$400K 0.12%
4,389
+4
135
$398K 0.12%
940
-7
136
$395K 0.12%
14,891
-1,643
137
$391K 0.12%
+2,390
138
$380K 0.12%
730
139
$374K 0.11%
2,684
+3
140
$372K 0.11%
5,622
+99
141
$368K 0.11%
523
142
$367K 0.11%
11,358
+39
143
$365K 0.11%
6,167
+163
144
$364K 0.11%
2,853
+27
145
$363K 0.11%
2,589
146
$357K 0.11%
1,437
-28
147
$356K 0.11%
2,714
-304
148
$355K 0.11%
1,476
-159
149
$353K 0.11%
1,055
+15
150
$352K 0.11%
696
-10
4 5
6
7 8