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
$227M
AUM Growth
-$2.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1
+$1.18M
2
+$1.15M
3
+$984K
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$983K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$859K

Top Sells

1
+$496K
2
+$486K
3
+$314K
4
VTR icon
Ventas
VTR
+$283K
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$219K

Sector Composition

1 Technology 28.66%
2 Healthcare 10.14%
3 Financials 6.14%
4 Consumer Discretionary 5.99%
5 Consumer Staples 4.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$210K 0.09%
1,318
+3
177
$208K 0.09%
2,198
178
$206K 0.09%
+4,473
179
$205K 0.09%
+8,450
180
$204K 0.09%
1,078
+3
181
$202K 0.09%
2,676
+23
182
$201K 0.09%
2,776
183
$200K 0.09%
+2,560
184
$191K 0.08%
4,216
185
$152K 0.07%
12,271
-219
186
$128K 0.06%
20,000
187
$86.6K 0.04%
13,000
188
$32.6K 0.01%
27
189
$26.6K 0.01%
16,600
190
$26.2K 0.01%
11,000
191
$19.6K 0.01%
417
192
$11.4K 0.01%
10,148
193
$7.99K ﹤0.01%
315
194
$6.35K ﹤0.01%
1,250
195
$1.35K ﹤0.01%
29,946
196
– –
-2,860
197
– –
-1,246
198
– –
-2,527
199
– –
-2,753
200
– –
-400
5 6 7
8
9