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
201
$266K 0.08%
3,885
202
$265K 0.08%
13,637
203
$264K 0.08%
970
-15
204
$263K 0.08%
+2,606
205
$258K 0.08%
8,666
+62
206
$256K 0.08%
2,829
+502
207
$254K 0.08%
1,000
-50
208
$252K 0.08%
1,463
+25
209
$249K 0.08%
1,447
+10
210
$246K 0.08%
1,674
+3
211
$245K 0.07%
+4,836
212
$241K 0.07%
+683
213
$237K 0.07%
+3,493
214
$234K 0.07%
+650
215
$231K 0.07%
2,776
216
$229K 0.07%
+2,525
217
$227K 0.07%
2,687
218
$226K 0.07%
+4,908
219
$226K 0.07%
+16,888
220
$225K 0.07%
+3,095
221
$224K 0.07%
2,923
+6
222
$224K 0.07%
+2,817
223
$221K 0.07%
1,080
+44
224
$221K 0.07%
3,201
+1
225
$219K 0.07%
4,414
6 7 8
9
10