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
$329M
AUM Growth
-$3.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1 +$1.27M
2 +$469K
3 +$391K
4
META icon
Meta Platforms (Facebook)
META
+$384K
5
BX icon
Blackstone
BX
+$359K

Top Sells

1 +$10.3M
2 +$423K
3 +$331K
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$300K
5
BLK icon
Blackrock
BLK
+$254K

Sector Composition

1 Technology 32.44%
2 Healthcare 8.35%
3 Financials 7.87%
4 Consumer Discretionary 5.5%
5 Communication Services 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$351K 0.11%
4,640
-209
152
$350K 0.11%
995
+6
153
$346K 0.11%
13,277
-1
154
$345K 0.1%
3,240
155
$333K 0.1%
1,000
156
$332K 0.1%
1,371
+539
157
$330K 0.1%
12,546
158
$329K 0.1%
5,163
+24
159
$329K 0.1%
310
+40
160
$329K 0.1%
2,814
161
$327K 0.1%
985
+30
162
$325K 0.1%
11,908
+1
163
$318K 0.1%
1,649
164
$318K 0.1%
6,081
+38
165
$317K 0.1%
882
+37
166
$315K 0.1%
1,050
167
$314K 0.1%
1,684
168
$311K 0.09%
3,376
169
$309K 0.09%
7,990
170
$306K 0.09%
3,313
+243
171
$302K 0.09%
568
172
$301K 0.09%
16,250
+6,376
173
$299K 0.09%
7,062
-1,999
174
$293K 0.09%
1,453
+9
175
$291K 0.09%
4,561