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
$192M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$22.2M
2
+$9.8M
3
+$9.63M
4
MSFT icon
Microsoft
MSFT
+$7.82M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$7.04M

Top Sells

No sells this quarter

Sector Composition

1 Technology 26%
2 Healthcare 14.58%
3 Financials 6.44%
4 Consumer Discretionary 4.91%
5 Consumer Staples 4.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$239K 0.12%
+492
152
$238K 0.12%
+1,000
153
$236K 0.12%
+885
154
$235K 0.12%
+4,125
155
$232K 0.12%
+13,030
156
$226K 0.12%
+7,443
157
$224K 0.12%
+2,652
158
$219K 0.11%
+61,000
159
$219K 0.11%
+3,380
160
$213K 0.11%
+18,295
161
$209K 0.11%
+2,493
162
$208K 0.11%
+1,309
163
$204K 0.11%
+3,885
164
$202K 0.11%
+1,625
165
$166K 0.09%
+20,000
166
$88.4K 0.05%
+13,000
167
$58.3K 0.03%
+11,000
168
$48.1K 0.03%
+1,850
169
$27.6K 0.01%
+29,946
170
$27.4K 0.01%
+200
171
$20.8K 0.01%
+16,600
172
$6.47K ﹤0.01%
+10,148
3 4 5 6
7