Chris Werner

@Westmount Partners, Llc

Latest period2024 - Q4

Reported6d ago

Managed Assets$329.165M

Total holdings218

Assets growth rate-1.01%

Assets growth rate (2-Q avg)-0.5%

Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Westmount Partners, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 218 positions.

Assets under management

The assets under management (AUM) of Westmount Partners, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 329.165M in assets, with a quarterly growth rate of -1.01% and a 2-quarter average growth rate of -0.5%. The portfolio is managed by Chris Werner, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
VUGVanguard Index Fds Recent Activity Increased 0.07%	0.42%	$1.352M 3,294 shares@ $410.41 avg price	Increased 0.07%
IVEIshares Tr Recent Activity Increased 0.32%	0.38%	$1.227M 6,427 shares@ $190.87 avg price	Increased 0.32%
SPGIS&p Global Inc Recent Activity Increased 1.06%	0.37%	$1.196M 2,402 shares@ $498.03 avg price	Increased 1.06%
IWBIshares Tr Recent Activity	0.36%	$1.184M 3,674 shares@ $322.14 avg price
SDYSpdr Ser Tr Recent Activity Increased 0.37%	0.36%	$1.183M 8,953 shares@ $132.1 avg price	Increased 0.37%
WSMWilliams Sonoma Inc Recent Activity Increased 0.96%	0.36%	$1.156M 6,242 shares@ $185.2 avg price	Increased 0.96%
VCSHVanguard Scottsdale Fds Recent Activity Increased 6.79%	0.35%	$1.128M 14,454 shares@ $78.01 avg price	Increased 6.79%
AMGNAmgen Inc Recent Activity Increased 0.35%	0.35%	$1.121M 4,301 shares@ $260.64 avg price	Increased 0.35%
VEAVanguard Tax-managed Fds Recent Activity Decreased -7.32%	0.34%	$1.107M 23,145 shares@ $47.82 avg price	Decreased -7.32%
IJRIshares Tr Recent Activity Increased 0.44%	0.34%	$1.091M 9,470 shares@ $115.22 avg price	Increased 0.44%