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
201
$203K 0.07%
+1,363
202
$201K 0.07%
+1,480
203
$155K 0.06%
3,995
-221
204
$150K 0.05%
11,290
-997
205
$149K 0.05%
+15,300
206
$91K 0.03%
13,000
207
$58.1K 0.02%
+15,500
208
$35.1K 0.01%
11,000
209
$27K 0.01%
10,000
210
$19.9K 0.01%
16,550
211
$12.2K ﹤0.01%
27
212
$10.6K ﹤0.01%
10,000
-148
213
$4.02K ﹤0.01%
23,646
214
– –
-417
215
– –
-1,179
216
– –
-6,300
217
– –
-4,414
218
– –
-14,991
219
– –
-2,364
5 6 7 8
9