WP

Westmount Partners Portfolio holdings

AUM $401M
1-Year Est. Return 24.89%
This Quarter Est. Return
1 Year Est. Return
+24.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$364M
AUM Growth
+$36.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1
+$2.7M
2
+$2.33M
3
+$2.05M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.85M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.3M

Top Sells

1
+$3.72M
2
+$2.48M
3
+$1.41M
4
PM icon
Philip Morris
PM
+$1.26M
5
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$1.12M

Sector Composition

1 Technology 29.24%
2 Financials 8.22%
3 Healthcare 7.09%
4 Communication Services 5.4%
5 Consumer Discretionary 5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$332K 0.09%
1,216
-101
177
$330K 0.09%
1,057
+418
178
$330K 0.09%
4,751
+5
179
$327K 0.09%
1,095
180
$326K 0.09%
1,000
181
$325K 0.09%
2,677
+17
182
$324K 0.09%
458
-71
183
$324K 0.09%
1,554
-809
184
$319K 0.09%
6,177
-1
185
$318K 0.09%
303
186
$315K 0.09%
935
-90
187
$312K 0.09%
+2,000
188
$310K 0.09%
13,030
189
$310K 0.09%
1,663
190
$307K 0.08%
757
+10
191
$306K 0.08%
4,561
192
$305K 0.08%
2,298
-62
193
$304K 0.08%
4,317
194
$303K 0.08%
568
195
$301K 0.08%
3,095
196
$292K 0.08%
15,000
-5,000
197
$291K 0.08%
8,759
+93
198
$284K 0.08%
1,476
-2,598
199
$284K 0.08%
3,885
200
$284K 0.08%
7,990
6 7
8
9 10