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
201
$283K 0.08%
2,639
+33
202
$281K 0.08%
6,500
+118
203
$277K 0.08%
2,757
204
$275K 0.08%
8,608
205
$272K 0.07%
12,144
+202
206
$271K 0.07%
13,494
-1,107
207
$269K 0.07%
13,637
208
$268K 0.07%
1,463
209
$268K 0.07%
678
-175
210
$261K 0.07%
73,246
+56,358
211
$260K 0.07%
4,035
212
$256K 0.07%
+69
213
$253K 0.07%
2,842
+13
214
$253K 0.07%
2,776
215
$252K 0.07%
1,658
-16
216
$250K 0.07%
+317
217
$247K 0.07%
4,414
218
$245K 0.07%
+2,321
219
$245K 0.07%
+1,033
220
$242K 0.07%
2,932
+9
221
$242K 0.07%
+3,376
222
$242K 0.07%
5,700
-780
223
$241K 0.07%
3,493
224
$236K 0.06%
+1,136
225
$235K 0.06%
+1,659
7 8
9
10 11