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
$278M
AUM Growth
+$33.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$6.54M
2
+$1.03M
3
+$744K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$622K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$585K

Top Sells

1
+$533K
2
+$349K
3
+$233K
4
SDGR icon
Schrodinger
SDGR
+$226K
5
NYT icon
New York Times
NYT
+$216K

Sector Composition

1 Technology 28.85%
2 Healthcare 9.82%
3 Financials 6.91%
4 Consumer Discretionary 5.2%
5 Communication Services 4.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$28.7M 10.32%
167,362
-747
2
$13.6M 4.9%
32,350
-1,266
3
$12.1M 4.34%
25,074
+1,293
4
$11.8M 4.24%
31,109
-222
5
$8.09M 2.91%
15,467
+1,972
6
$6.54M 2.35%
+59,207
7
$6.54M 2.35%
48,942
-5
8
$6.21M 2.24%
34,452
+1,351
9
$6.1M 2.19%
14,502
-138
10
$6M 2.16%
11,408
+983
11
$5.88M 2.12%
44,380
-10
12
$5.56M 2%
61,530
+5,000
13
$4.32M 1.55%
39,110
+2,158
14
$4.02M 1.45%
95,695
-1,830
15
$3.88M 1.4%
26,424
16
$3.77M 1.36%
19,758
+72
17
$3.72M 1.34%
8,385
+269
18
$3.31M 1.19%
55,008
+168
19
$3.08M 1.11%
18,964
-113
20
$2.92M 1.05%
7,609
-51
21
$2.88M 1.03%
43,722
22
$2.76M 0.99%
10,632
+2,250
23
$2.48M 0.89%
19,731
+352
24
$2.46M 0.89%
60,240
25
$2.32M 0.83%
18,952
+3
1
2 3 4 5