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
$278M
AUM Growth
+$33.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$6.54M
2
+$1.03M
3
+$744K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$622K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$585K

Top Sells

1
+$533K
2
+$349K
3
+$233K
4
SDGR icon
Schrodinger
SDGR
+$226K
5
NYT icon
New York Times
NYT
+$216K

Sector Composition

1 Technology 28.85%
2 Healthcare 9.82%
3 Financials 6.91%
4 Consumer Discretionary 5.2%
5 Communication Services 4.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$333K 0.12%
2,749
-658
152
$327K 0.12%
1,050
153
$326K 0.12%
50,000
-5,000
154
$321K 0.12%
3,300
+210
155
$316K 0.11%
6,339
-565
156
$316K 0.11%
15,273
-5,694
157
$315K 0.11%
5,748
+17
158
$307K 0.11%
1,441
-82
159
$306K 0.11%
2,488
160
$302K 0.11%
+2,560
161
$301K 0.11%
2,344
162
$299K 0.11%
11,109
-1,446
163
$297K 0.11%
1,550
+229
164
$292K 0.11%
3,664
165
$286K 0.1%
12,586
166
$285K 0.1%
3,018
-12
167
$283K 0.1%
3,673
-55
168
$282K 0.1%
903
+15
169
$280K 0.1%
3,376
170
$280K 0.1%
13,753
+70
171
$279K 0.1%
13,030
172
$267K 0.1%
7,262
-1,181
173
$267K 0.1%
+350
174
$266K 0.1%
1,000
175
$262K 0.09%
+2,590
5 6
7
8 9