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
$278M
AUM Growth
+$33.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$6.54M
2
+$1.03M
3
+$744K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$622K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$585K

Top Sells

1
+$533K
2
+$349K
3
+$233K
4
SDGR icon
Schrodinger
SDGR
+$226K
5
NYT icon
New York Times
NYT
+$216K

Sector Composition

1 Technology 28.85%
2 Healthcare 9.82%
3 Financials 6.91%
4 Consumer Discretionary 5.2%
5 Communication Services 4.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$260K 0.09%
4,561
177
$259K 0.09%
2,210
+2
178
$259K 0.09%
1,036
179
$256K 0.09%
3,885
180
$253K 0.09%
2,776
181
$250K 0.09%
2,757
-13
182
$250K 0.09%
+4,035
183
$249K 0.09%
568
184
$246K 0.09%
2,560
185
$241K 0.09%
8,426
+69
186
$232K 0.08%
2,687
187
$224K 0.08%
3,059
-137
188
$224K 0.08%
2,590
+30
189
$224K 0.08%
20,000
190
$222K 0.08%
14,790
191
$218K 0.08%
+1,979
192
$218K 0.08%
9,056
+3
193
$216K 0.08%
400
194
$215K 0.08%
+742
195
$213K 0.08%
255
-3
196
$211K 0.08%
2,888
+5
197
$211K 0.08%
+1,201
198
$208K 0.07%
1,246
199
$207K 0.07%
+318
200
$203K 0.07%
+8,127
5 6 7
8
9