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
$216M
AUM Growth
+$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
186
New
Increased
Reduced
Closed

Top Buys

1
+$875K
2
+$487K
3
+$407K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$336K
5
PEP icon
PepsiCo
PEP
+$306K

Top Sells

1
+$881K
2
+$586K
3
+$252K
4
ASTH icon
Astrana Health
ASTH
+$235K
5
KFY icon
Korn Ferry
KFY
+$103K

Sector Composition

1 Technology 28.45%
2 Healthcare 14.13%
3 Financials 5.98%
4 Consumer Discretionary 5.33%
5 Consumer Staples 4.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$29.1M 13.44%
176,304
+5,309
2
$11.1M 5.12%
48,947
3
$9.81M 4.53%
34,025
+1,411
4
$9.66M 4.46%
32,591
5
$7.87M 3.64%
20,934
+894
6
$5.18M 2.39%
102,953
-17,529
7
$4.89M 2.26%
11,949
+618
8
$4.88M 2.25%
26,424
-279
9
$4.63M 2.14%
14,990
+200
10
$4.25M 1.96%
10,330
+126
11
$3.77M 1.74%
103,315
-6,450
12
$3.11M 1.44%
30,134
-384
13
$2.8M 1.29%
43,640
+300
14
$2.73M 1.26%
29,629
+2,956
15
$2.71M 1.25%
55,146
+942
16
$2.64M 1.22%
12,746
+46
17
$2.64M 1.22%
17,723
+1,597
18
$2.6M 1.2%
19,816
+53
19
$2.53M 1.17%
7,878
+73
20
$2.27M 1.05%
43,873
-1,998
21
$2.11M 0.98%
7,157
+875
22
$2.06M 0.95%
13,272
+145
23
$2.02M 0.93%
60,240
24
$1.85M 0.86%
18,475
+414
25
$1.77M 0.82%
19,004
+390
1
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