WP

Westmount Partners Portfolio holdings

AUM $401M
1-Year Est. Return 24.89%
This Quarter Est. Return
1 Year Est. Return
+24.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$364M
AUM Growth
+$36.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1
+$2.7M
2
+$2.33M
3
+$2.05M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.85M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.3M

Top Sells

1
+$3.72M
2
+$2.48M
3
+$1.41M
4
PM icon
Philip Morris
PM
+$1.26M
5
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$1.12M

Sector Composition

1 Technology 29.24%
2 Financials 8.22%
3 Healthcare 7.09%
4 Communication Services 5.4%
5 Consumer Discretionary 5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$404K 0.11%
+4,008
152
$399K 0.11%
+69
153
$399K 0.11%
1,118
+148
154
$394K 0.11%
523
-100
155
$383K 0.11%
4,176
+61
156
$379K 0.1%
+2,929
157
$379K 0.1%
2,604
+15
158
$377K 0.1%
2,831
+15
159
$373K 0.1%
9,066
-2,998
160
$372K 0.1%
1,810
-225
161
$372K 0.1%
11,390
-18
162
$367K 0.1%
13,277
163
$367K 0.1%
4,638
-15
164
$367K 0.1%
5,165
+146
165
$357K 0.1%
3,240
-1,135
166
$355K 0.1%
+2,602
167
$348K 0.1%
683
168
$345K 0.09%
3,110
+10
169
$342K 0.09%
5,705
-15,133
170
$340K 0.09%
2,527
171
$339K 0.09%
13,991
-907
172
$339K 0.09%
1,100
+100
173
$338K 0.09%
+8,134
174
$334K 0.09%
1,461
+4
175
$334K 0.09%
3,364
-80
5 6
7
8 9