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
$227M
AUM Growth
-$2.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1
+$1.18M
2
+$1.15M
3
+$984K
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$983K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$859K

Top Sells

1
+$496K
2
+$486K
3
+$314K
4
VTR icon
Ventas
VTR
+$283K
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$219K

Sector Composition

1 Technology 28.66%
2 Healthcare 10.14%
3 Financials 6.14%
4 Consumer Discretionary 5.99%
5 Consumer Staples 4.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$304K 0.13%
989
+55
152
$287K 0.13%
+2,488
153
$285K 0.13%
13,278
154
$282K 0.12%
3,118
-14
155
$275K 0.12%
8,443
156
$273K 0.12%
5,007
+72
157
$266K 0.12%
13,030
158
$259K 0.11%
3,704
-12
159
$257K 0.11%
1,169
+141
160
$256K 0.11%
12,586
-1,300
161
$256K 0.11%
13,210
+64
162
$254K 0.11%
55,000
-5,000
163
$248K 0.11%
3,303
+260
164
$246K 0.11%
1,050
165
$243K 0.11%
+917
166
$240K 0.11%
1,464
-109
167
$237K 0.1%
2,770
+13
168
$232K 0.1%
521
169
$222K 0.1%
1,097
+16
170
$219K 0.1%
534
171
$217K 0.1%
3,885
172
$216K 0.1%
1,418
+5
173
$215K 0.09%
14,790
174
$213K 0.09%
+2,344
175
$212K 0.09%
4,561
5 6
7
8 9