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
$328M
AUM Growth
-$1.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
250
New
Increased
Reduced
Closed

Top Buys

1
+$5.42M
2
+$2.14M
3
+$1.88M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.63M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.6M

Top Sells

1
+$2.53M
2
+$506K
3
+$475K
4
HD icon
Home Depot
HD
+$433K
5
COST icon
Costco
COST
+$404K

Sector Composition

1 Technology 27.47%
2 Financials 8.71%
3 Healthcare 7.76%
4 Communication Services 5.08%
5 Consumer Staples 4.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$378K 0.12%
+11,296
152
$378K 0.12%
14,898
+7
153
$376K 0.11%
35,100
-5,000
154
$372K 0.11%
747
+17
155
$364K 0.11%
4,651
-5,036
156
$364K 0.11%
6,178
-3,503
157
$363K 0.11%
2,816
-37
158
$363K 0.11%
+21,798
159
$353K 0.11%
1,317
+262
160
$353K 0.11%
13,277
161
$347K 0.11%
3,100
-213
162
$345K 0.11%
2,081
163
$342K 0.1%
1,095
+100
164
$341K 0.1%
2,686
+2
165
$341K 0.1%
+3,444
166
$338K 0.1%
1,000
167
$337K 0.1%
1,457
+4
168
$336K 0.1%
11,408
+50
169
$334K 0.1%
639
-57
170
$327K 0.1%
11,713
-195
171
$326K 0.1%
3,112
+722
172
$324K 0.1%
407
+97
173
$323K 0.1%
+3,896
174
$319K 0.1%
5,019
+379
175
$317K 0.1%
853
-29
5 6
7
8 9