WTG

West Tower Group Portfolio holdings

AUM $34.5M
1-Year Est. Return 30.88%
This Quarter Est. Return
1 Year Est. Return
+30.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$33.2M
AUM Growth
-$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
537
New
Increased
Reduced
Closed

Top Buys

1
+$1.49M
2
+$1.43M
3
+$835K
4
AVGO icon
Broadcom
AVGO
+$725K
5
ANSS
Ansys
ANSS
+$503K

Top Sells

1
+$2.53M
2
+$1.82M
3
+$1.18M
4
XLRE icon
State Street Real Estate Select Sector SPDR ETF
XLRE
+$756K
5
SMH icon
VanEck Semiconductor ETF
SMH
+$700K

Sector Composition

1 Technology 29.27%
2 Consumer Discretionary 22.37%
3 Materials 15.23%
4 Communication Services 14.52%
5 Industrials 9.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$363K 1.09%
105,762
+10,000
27
$337K 1.02%
+800
28
$335K 1.01%
22,549
+4,000
29
$325K 0.98%
10,100
+1,000
30
$316K 0.95%
13,500
+9,928
31
$308K 0.93%
28,644
+11,586
32
$299K 0.9%
+8,500
33
$292K 0.88%
+3,019
34
$271K 0.82%
+3,000
35
$267K 0.81%
26,555
+4,455
36
$259K 0.78%
+1,800
37
$258K 0.78%
51,370
+19,943
38
$245K 0.74%
+2,000
39
$232K 0.7%
+3,200
40
$228K 0.69%
+2,000
41
$219K 0.66%
+2,500
42
$213K 0.64%
+3,000
43
$209K 0.63%
2,000
+1,890
44
$206K 0.62%
+1,000
45
$196K 0.59%
17,610
-2,514
46
$189K 0.57%
+7,000
47
$184K 0.56%
11,671
+5,315
48
$181K 0.55%
30,100
49
$181K 0.55%
+800
50
$179K 0.54%
+500
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2
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