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
$37M
AUM Growth
+$3.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$2.6M
2
+$977K
3
+$972K
4
PRGO icon
Perrigo
PRGO
+$697K
5
PYPL icon
PayPal
PYPL
+$511K

Top Sells

1
+$2.21M
2
+$557K
3
+$428K
4
DRS icon
Leonardo DRS
DRS
+$427K
5
CRWD icon
CrowdStrike
CRWD
+$385K

Sector Composition

1 Technology 41.62%
2 Communication Services 15.61%
3 Consumer Discretionary 14.92%
4 Materials 10.94%
5 Healthcare 5.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$421K 1.14%
+2,000
27
$410K 1.11%
28,365
28
$396K 1.07%
+26,000
29
$388K 1.05%
+1,700
30
$381K 1.03%
28,644
31
$378K 1.02%
1,600
+600
32
$358K 0.97%
800
33
$350K 0.94%
5,000
+2,000
34
$337K 0.91%
500
+400
35
$321K 0.87%
2,000
-3,470
36
$313K 0.85%
1,300
+500
37
$308K 0.83%
7,000
+3,000
38
$282K 0.76%
+900
39
$269K 0.73%
1,000
+400
40
$252K 0.68%
500
+300
41
$244K 0.66%
2,500
42
$243K 0.66%
71,359
-34,403
43
$236K 0.64%
+400
44
$227K 0.61%
+4,025
45
$223K 0.6%
26,555
46
$222K 0.6%
+400
47
$212K 0.57%
+1,500
48
$210K 0.57%
51,370
49
$202K 0.55%
+15,000
50
$187K 0.51%
2,000
1
2
3 4 5