WTG

West Tower Group Portfolio holdings

AUM $38.1M
This Quarter Return
-2.48%
1 Year Return
+7.44%
3 Year Return
5 Year Return
10 Year Return
AUM
$38.1M
AUM Growth
-$7.06M
Cap. Flow
-$5.86M
Cap. Flow %
-15.41%
Top 10 Hldgs %
44.58%
Holding
98
New
22
Increased
13
Reduced
16
Closed
38

Sector Composition

1Healthcare18.63%
2Technology16.9%
3Communication Services16.26%
4Consumer Discretionary14.19%
5Industrials12.77%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
$431K1.13% 2,600
-300
-10%
-$49.8K
$430K1.13%
+5,500
New
+$430K
$427K1.12% 3,000
-300
-9%
-$42.7K
$422K1.11% 4,500
-800
-15%
-$75K
$413K1.09%
+1,600
New
+$413K
$413K1.09%
+2,000
New
+$413K
$413K1.08% 5,500
-500
-8%
-$37.5K
$412K1.08% 1,800
-200
-10%
-$45.8K
$404K1.06% 4,500
+100
+2%
+$8.98K
$402K1.06%
+1,900
New
+$402K
$399K1.05% 3,800
-400
-10%
-$42K
$397K1.04%
+17,500
New
+$397K
$395K1.04%
+2,200
New
+$395K
$392K1.03%
+7,000
New
+$392K
$384K1.01%
+8,000
New
+$384K
$383K1.01% 3,100
-700
-18%
-$86.4K
$383K1.01% 3,500
+100
+3%
+$10.9K
$381K1% 3,200
-400
-11%
-$47.7K
$377K0.99%
+1,800
New
+$377K
$374K0.98% 3,400
$373K0.98%
+4,500
New
+$373K
$361K0.95% 13,520
-1,000
-7%
-$26.7K
$361K0.95%
+3,000
New
+$361K
$349K0.92% 10,000
+1,500
+18%
+$52.4K
$330K0.87%
+600
New
+$330K