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
$328M
AUM Growth
-$1.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
250
New
Increased
Reduced
Closed

Top Buys

1
+$5.42M
2
+$2.14M
3
+$1.88M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.63M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.6M

Top Sells

1
+$2.53M
2
+$506K
3
+$475K
4
HD icon
Home Depot
HD
+$433K
5
COST icon
Costco
COST
+$404K

Sector Composition

1 Technology 27.47%
2 Financials 8.71%
3 Healthcare 7.76%
4 Communication Services 5.08%
5 Consumer Staples 4.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$484K 0.15%
5,072
127
$481K 0.15%
11,930
-3,233
128
$480K 0.15%
5,190
+51
129
$480K 0.15%
10,973
+6
130
$478K 0.15%
4,072
131
$475K 0.14%
7,823
-377
132
$475K 0.14%
1,835
+8
133
$463K 0.14%
6,526
+316
134
$460K 0.14%
6,781
+8
135
$458K 0.14%
12,064
+5,002
136
$457K 0.14%
8,876
137
$445K 0.14%
1,884
+9
138
$443K 0.14%
+1,323
139
$442K 0.13%
943
+3
140
$437K 0.13%
+20,107
141
$437K 0.13%
805
142
$418K 0.13%
4,653
-684
143
$410K 0.13%
3,258
+1
144
$409K 0.12%
1,421
+50
145
$404K 0.12%
4,115
-274
146
$403K 0.12%
13,008
+462
147
$399K 0.12%
2,589
148
$392K 0.12%
5,622
149
$391K 0.12%
12,961
-501
150
$391K 0.12%
623
+100
4 5
6
7 8