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
$333M
AUM Growth
+$29.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1
+$2.69M
2
+$1.98M
3
+$1.44M
4
LLY icon
Eli Lilly
LLY
+$1.08M
5
AMZN icon
Amazon
AMZN
+$853K

Top Sells

1
+$2.86M
2
+$302K
3
+$233K
4
CRWD icon
CrowdStrike
CRWD
+$231K
5
MU icon
Micron Technology
MU
+$228K

Sector Composition

1 Technology 30.9%
2 Healthcare 9.21%
3 Financials 6.61%
4 Consumer Discretionary 5.06%
5 Consumer Staples 4.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$231K 0.07%
2,687
202
$228K 0.07%
461
+1
203
$228K 0.07%
10,544
204
$227K 0.07%
+1,513
205
$227K 0.07%
2,560
206
$225K 0.07%
+1,649
207
$222K 0.07%
2,904
+8
208
$219K 0.07%
+2,040
209
$213K 0.06%
+2,834
210
$211K 0.06%
3,361
-332
211
$209K 0.06%
+5,481
212
$207K 0.06%
+5,645
213
$204K 0.06%
1,033
214
$204K 0.06%
744
+1
215
$204K 0.06%
14,790
216
$203K 0.06%
327
+9
217
$203K 0.06%
+9,874
218
$202K 0.06%
+832
219
$202K 0.06%
+400
220
$201K 0.06%
+3,200
221
$93K 0.03%
15,300
222
$90.2K 0.03%
13,000
223
$48.7K 0.01%
+1,994
224
$31.5K 0.01%
11,000
225
$26.4K 0.01%
15,500
6 7 8
9
10