WP

Westmount Partners Portfolio holdings

AUM $401M
1-Year Est. Return 24.89%
This Quarter Est. Return
1 Year Est. Return
+24.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$364M
AUM Growth
+$36.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1
+$2.7M
2
+$2.33M
3
+$2.05M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.85M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.3M

Top Sells

1
+$3.72M
2
+$2.48M
3
+$1.41M
4
PM icon
Philip Morris
PM
+$1.26M
5
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$1.12M

Sector Composition

1 Technology 29.24%
2 Financials 8.22%
3 Healthcare 7.09%
4 Communication Services 5.4%
5 Consumer Discretionary 5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$512K 0.14%
12,961
127
$500K 0.14%
20,856
128
$491K 0.13%
13,755
-1,573
129
$481K 0.13%
2,126
+45
130
$481K 0.13%
10,395
+11
131
$481K 0.13%
945
+2
132
$479K 0.13%
8,876
133
$479K 0.13%
4,057
+78
134
$474K 0.13%
1,195
-128
135
$470K 0.13%
20,107
136
$457K 0.13%
6,586
+60
137
$447K 0.12%
11,145
-785
138
$446K 0.12%
4,841
-349
139
$441K 0.12%
5,709
+87
140
$440K 0.12%
11,296
141
$438K 0.12%
2,912
-200
142
$434K 0.12%
1,887
+3
143
$431K 0.12%
3,258
144
$423K 0.12%
4,632
-19
145
$418K 0.11%
1,371
-50
146
$413K 0.11%
8,029
147
$412K 0.11%
12,559
-449
148
$409K 0.11%
24,445
+2,647
149
$407K 0.11%
769
-104
150
$404K 0.11%
2,688
+2
4 5
6
7 8