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
$230M
AUM Growth
+$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$3.25M
2
+$486K
3
+$314K
4
WM icon
Waste Management
WM
+$245K
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$215K

Top Sells

1
+$2.32M
2
+$2.15M
3
+$932K
4
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$808K
5
PACW
PacWest Bancorp
PACW
+$487K

Sector Composition

1 Technology 30.34%
2 Healthcare 12.16%
3 Consumer Discretionary 6.42%
4 Financials 6%
5 Consumer Staples 4.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$255K 0.11%
13,146
+378
152
$254K 0.11%
3,132
+68
153
$249K 0.11%
2,757
154
$246K 0.11%
1,050
+50
155
$246K 0.11%
534
-1
156
$245K 0.11%
+1,413
157
$244K 0.11%
13,030
158
$235K 0.1%
3,043
-95
159
$232K 0.1%
521
160
$228K 0.1%
1,081
-51
161
$225K 0.1%
3,885
162
$222K 0.1%
2,653
-463
163
$220K 0.1%
4,561
164
$219K 0.1%
2,527
-140
165
$219K 0.1%
1,028
-21
166
$218K 0.09%
1,315
+3
167
$215K 0.09%
+2,198
168
$214K 0.09%
1,075
-124
169
$211K 0.09%
2,753
+1
170
$208K 0.09%
+1,246
171
$208K 0.09%
+2,776
172
$207K 0.09%
+2,471
173
$205K 0.09%
14,790
174
$201K 0.09%
400
175
$200K 0.09%
+2,860
4 5 6
7
8