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
$192M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1 +$22.2M
2 +$9.8M
3 +$9.63M
4
MSFT icon
Microsoft
MSFT
+$7.82M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$7.04M

Top Sells

No sells this quarter

Sector Composition

1 Technology 26%
2 Healthcare 14.58%
3 Financials 6.44%
4 Consumer Discretionary 4.91%
5 Consumer Staples 4.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$22.2M 11.54%
+170,995
2
$9.8M 5.09%
+32,591
3
$9.63M 5%
+48,947
4
$7.82M 4.06%
+32,614
5
$7.04M 3.66%
+20,040
6
$6.06M 3.15%
+120,482
7
$4.57M 2.37%
+14,790
8
$4.33M 2.25%
+11,331
9
$3.95M 2.05%
+26,703
10
$3.92M 2.04%
+10,204
11
$3.25M 1.69%
+109,765
12
$2.78M 1.45%
+19,763
13
$2.56M 1.33%
+30,518
14
$2.56M 1.33%
+54,204
15
$2.44M 1.27%
+16,126
16
$2.42M 1.26%
+43,340
17
$2.32M 1.21%
+45,871
18
$2.32M 1.2%
+13,127
19
$2.3M 1.19%
+26,673
20
$2.08M 1.08%
+7,805
21
$2.02M 1.05%
+60,240
22
$1.98M 1.03%
+6,282
23
$1.61M 0.84%
+9,226
24
$1.59M 0.83%
+31,180
25
$1.57M 0.82%
+18,061