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
$328M
AUM Growth
-$1.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
250
New
Increased
Reduced
Closed

Top Buys

1
+$5.42M
2
+$2.14M
3
+$1.88M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.63M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.6M

Top Sells

1
+$2.53M
2
+$506K
3
+$475K
4
HD icon
Home Depot
HD
+$433K
5
COST icon
Costco
COST
+$404K

Sector Composition

1 Technology 27.47%
2 Financials 8.71%
3 Healthcare 7.76%
4 Communication Services 5.08%
5 Consumer Staples 4.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$36.4M 11.11%
163,988
-405
2
$15.9M 4.86%
31,030
+4,173
3
$13.2M 4.03%
35,200
-1,265
4
$9.09M 2.77%
17,064
-313
5
$9.04M 2.76%
83,398
+194
6
$8.22M 2.51%
22,390
-6,903
7
$8.2M 2.5%
14,661
-141
8
$8.07M 2.46%
48,186
-233
9
$7.34M 2.24%
38,584
+387
10
$6.59M 2.01%
11,732
+229
11
$5.66M 1.73%
48,846
+2,384
12
$5.42M 1.65%
+59,103
13
$4.84M 1.47%
55,077
-753
14
$4.75M 1.45%
19,122
-293
15
$4.33M 1.32%
25,991
16
$3.98M 1.21%
25,739
+1,162
17
$3.89M 1.19%
8,306
+64
18
$3.78M 1.15%
47,609
19
$3.27M 1%
3,454
-427
20
$3.05M 0.93%
5,287
-364
21
$2.99M 0.91%
10,879
-33
22
$2.97M 0.91%
3,184
-45
23
$2.87M 0.87%
16,826
-1,886
24
$2.83M 0.86%
41,656
25
$2.73M 0.83%
87,889
-2,445
1
2 3 4 5