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WP
Westmount Partners Portfolio holdings
AUM
$457M
1-Year Est. Return
31.05%
This Fund
S&P 500
This Quarter
Est. Return
+8.2%
1 Year Est. Return
+31.05%
3 Year Est. Return
+100.94%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$230M
AUM Growth
+$13.4M
(+6.2%)
Cap. Flow
-$1.29M
Cap. Flow
% of AUM
-0.56%
Top 10 Holdings %
Top 10 Hldgs %
41.41%
Holding
194
New
10
Increased
83
Reduced
49
Closed
6
Top Buys
| 1 |
Ardagh Metal Packaging
AMBP
|
+$3.2M |
| 2 |
Northrop Grumman
NOC
|
+$484K |
| 3 |
Waste Management
WM
|
+$234K |
| 4 |
Schrodinger
SDGR
|
+$213K |
| 5 |
3M
MMM
|
+$210K |
Top Sells
| 1 |
Apple
AAPL
|
+$1.93M |
| 2 |
Tesla
TSLA
|
+$1.77M |
| 3 |
Global Net Lease
GNL
|
+$932K |
| 4 |
WisdomTree Floating Rate Treasury Fund
USFR
|
+$809K |
| 5 |
PACW
PacWest Bancorp
PACW
|
+$487K |
Sector Composition
| 1 | Technology | 30.34% |
| 2 | Healthcare | 12.16% |
| 3 | Consumer Discretionary | 6.42% |
| 4 | Financials | 6% |
| 5 | Consumer Staples | 4.63% |
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