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
$329M
AUM Growth
-$3.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1 +$1.27M
2 +$469K
3 +$391K
4
META icon
Meta Platforms (Facebook)
META
+$384K
5
BX icon
Blackstone
BX
+$359K

Top Sells

1 +$10.3M
2 +$423K
3 +$331K
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$300K
5
BLK icon
Blackrock
BLK
+$254K

Sector Composition

1 Technology 32.44%
2 Healthcare 8.35%
3 Financials 7.87%
4 Consumer Discretionary 5.5%
5 Communication Services 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$280K 0.09%
1,476
-73
177
$278K 0.08%
13,030
178
$275K 0.08%
2,280
-231
179
$274K 0.08%
3,885
180
$269K 0.08%
14,213
+82
181
$269K 0.08%
8,749
+141
182
$268K 0.08%
4,035
183
$261K 0.08%
6,520
-3,980
184
$260K 0.08%
455
-6
185
$252K 0.08%
2,776
186
$250K 0.08%
1,334
+79
187
$250K 0.08%
2,919
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188
$246K 0.07%
2,757
189
$242K 0.07%
13,637
190
$238K 0.07%
1,036
191
$237K 0.07%
8,604
+50
192
$235K 0.07%
1,000
193
$230K 0.07%
4,414
194
$228K 0.07%
3,200
195
$227K 0.07%
2,917
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196
$227K 0.07%
20,000
197
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+1,749
198
$219K 0.07%
666
-392
199
$216K 0.07%
1,671
+22
200
$214K 0.07%
1,438
-16