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
$216M
AUM Growth
+$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
186
New
Increased
Reduced
Closed

Top Buys

1
+$875K
2
+$487K
3
+$407K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$336K
5
PEP icon
PepsiCo
PEP
+$306K

Top Sells

1
+$881K
2
+$586K
3
+$252K
4
ASTH icon
Astrana Health
ASTH
+$235K
5
KFY icon
Korn Ferry
KFY
+$103K

Sector Composition

1 Technology 28.45%
2 Healthcare 14.13%
3 Financials 5.98%
4 Consumer Discretionary 5.33%
5 Consumer Staples 4.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$166K 0.08%
20,000
177
$90.5K 0.04%
13,000
178
$65.8K 0.03%
+27
179
$33.9K 0.02%
11,000
180
$32.8K 0.02%
1,250
-600
181
$24.2K 0.01%
16,600
182
$18.2K 0.01%
200
183
$15.8K 0.01%
10,148
184
$9.82K ﹤0.01%
29,946
185
– –
-2,518
186
– –
-3,456
4 5 6 7
8