WP

Westmount Partners Portfolio holdings

AUM $401M
1-Year Est. Return 24.89%
This Quarter Est. Return
1 Year Est. Return
+24.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$364M
AUM Growth
+$36.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1
+$2.7M
2
+$2.33M
3
+$2.05M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.85M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.3M

Top Sells

1
+$3.72M
2
+$2.48M
3
+$1.41M
4
PM icon
Philip Morris
PM
+$1.26M
5
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$1.12M

Sector Composition

1 Technology 29.24%
2 Financials 8.22%
3 Healthcare 7.09%
4 Communication Services 5.4%
5 Consumer Discretionary 5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$33.6M 9.23%
163,843
-145
2
$17.7M 4.85%
35,539
+339
3
$13.9M 3.82%
24,486
-6,544
4
$13.3M 3.64%
48,082
-104
5
$11.8M 3.23%
74,460
-8,938
6
$10.4M 2.85%
21,735
-655
7
$9.14M 2.51%
14,794
+133
8
$8.67M 2.38%
39,503
+919
9
$8.31M 2.28%
17,108
+44
10
$7.75M 2.13%
84,535
+25,432
11
$7.25M 1.99%
11,679
-53
12
$6.68M 1.84%
51,999
+3,153
13
$6.01M 1.65%
19,761
+8,882
14
$5.66M 1.55%
19,190
+68
15
$5.39M 1.48%
55,097
+20
16
$4.63M 1.27%
8,399
+93
17
$4.54M 1.25%
47,609
18
$4.51M 1.24%
25,589
-150
19
$4.35M 1.2%
25,866
-125
20
$4.09M 1.12%
18,711
-147
21
$4.06M 1.11%
5,496
+209
22
$3.98M 1.09%
29,730
-2,110
23
$3.44M 0.94%
3,471
+17
24
$3.05M 0.84%
41,656
25
$2.84M 0.78%
25,961
+16,950
1
2 3 4 5