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
$328M
AUM Growth
-$1.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
250
New
Increased
Reduced
Closed

Top Buys

1
+$5.42M
2
+$2.14M
3
+$1.88M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.63M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.6M

Top Sells

1
+$2.53M
2
+$506K
3
+$475K
4
HD icon
Home Depot
HD
+$433K
5
COST icon
Costco
COST
+$404K

Sector Composition

1 Technology 27.47%
2 Financials 8.71%
3 Healthcare 7.76%
4 Communication Services 5.08%
5 Consumer Staples 4.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$317K 0.1%
2,360
-354
177
$317K 0.1%
2,660
-154
178
$316K 0.1%
4,317
-2,394
179
$313K 0.1%
7,990
180
$305K 0.09%
2,757
181
$303K 0.09%
3,240
+321
182
$295K 0.09%
4,933
-230
183
$293K 0.09%
4,746
-1,421
184
$292K 0.09%
1,663
+14
185
$292K 0.09%
+2,527
186
$292K 0.09%
13,030
187
$290K 0.09%
6,382
-138
188
$289K 0.09%
529
+74
189
$289K 0.09%
14,601
+388
190
$288K 0.09%
20,000
191
$287K 0.09%
+303
192
$285K 0.09%
1,373
-311
193
$276K 0.08%
4,561
194
$275K 0.08%
568
195
$271K 0.08%
11,942
-8,418
196
$270K 0.08%
1,000
197
$270K 0.08%
4,035
198
$268K 0.08%
8,608
-141
199
$267K 0.08%
873
+207
200
$266K 0.08%
1,426
+350
6 7
8
9 10