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
$329M
AUM Growth
-$3.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1
+$1.27M
2
+$469K
3
+$391K
4
META icon
Meta Platforms (Facebook)
META
+$384K
5
BX icon
Blackstone
BX
+$359K

Top Sells

1
+$10.3M
2
+$423K
3
+$331K
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$300K
5
BLK icon
Blackrock
BLK
+$254K

Sector Composition

1 Technology 32.44%
2 Healthcare 8.35%
3 Financials 7.87%
4 Consumer Discretionary 5.5%
5 Communication Services 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$41.2M 12.51%
164,393
-260
2
$15.4M 4.67%
36,465
+702
3
$14.5M 4.4%
26,857
+442
4
$11.8M 3.6%
29,293
-10
5
$11.2M 3.41%
48,419
+290
6
$11.2M 3.39%
83,204
+2,081
7
$8.68M 2.64%
14,802
+475
8
$8.38M 2.55%
38,197
-1,510
9
$7.88M 2.39%
17,377
+2,801
10
$6.77M 2.06%
11,503
+11
11
$6.36M 1.93%
47,609
12
$5.46M 1.66%
46,462
+1,312
13
$5.04M 1.53%
55,830
+886
14
$4.65M 1.41%
24,577
-256
15
$4.3M 1.31%
25,991
16
$4.27M 1.3%
19,415
-38
17
$4.21M 1.28%
8,242
+167
18
$3.56M 1.08%
3,881
+224
19
$3.31M 1.01%
5,651
+656
20
$3.19M 0.97%
8,214
+46
21
$3.16M 0.96%
18,980
-1,388
22
$3.16M 0.96%
10,912
-38
23
$3.14M 0.95%
18,712
-345
24
$2.88M 0.87%
3,229
+118
25
$2.85M 0.87%
90,334
-1,799
1
2 3 4 5