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
$216M
AUM Growth
+$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
186
New
Increased
Reduced
Closed

Top Buys

1
+$875K
2
+$487K
3
+$407K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$336K
5
PEP icon
PepsiCo
PEP
+$306K

Top Sells

1
+$881K
2
+$586K
3
+$252K
4
ASTH icon
Astrana Health
ASTH
+$235K
5
KFY icon
Korn Ferry
KFY
+$103K

Sector Composition

1 Technology 28.45%
2 Healthcare 14.13%
3 Financials 5.98%
4 Consumer Discretionary 5.33%
5 Consumer Staples 4.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$258K 0.12%
5,956
+34
152
$254K 0.12%
3,064
+7
153
$253K 0.12%
535
+43
154
$241K 0.11%
+5,035
155
$238K 0.11%
13,030
156
$235K 0.11%
2,752
+259
157
$234K 0.11%
1,049
158
$232K 0.11%
+1,571
159
$230K 0.11%
2,667
+15
160
$227K 0.11%
+1,199
161
$226K 0.1%
+1,132
162
$226K 0.1%
+12,768
163
$221K 0.1%
+4,035
164
$212K 0.1%
3,885
165
$210K 0.1%
+1,000
166
$208K 0.1%
1,312
+3
167
$208K 0.1%
16,470
-1,825
168
$206K 0.1%
+521
169
$203K 0.09%
+4,561
170
$203K 0.09%
+1,089
171
$202K 0.09%
14,790
-4,417
172
$200K 0.09%
1,000
173
$200K 0.09%
+400
174
$190K 0.09%
61,000
175
$167K 0.08%
4,216
4 5 6
7
8