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
$46.8M
AUM Growth
+$9.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$1.7M
2
+$1.17M
3
+$656K
4
OEC icon
Orion
OEC
+$490K
5
NVDA icon
NVIDIA
NVDA
+$486K

Top Sells

1
+$1.48M
2
+$1.28M
3
+$799K
4
AMAT icon
Applied Materials
AMAT
+$378K
5
MSFT icon
Microsoft
MSFT
+$358K

Sector Composition

1 Technology 33.12%
2 Healthcare 13.79%
3 Communication Services 12.87%
4 Consumer Discretionary 11.37%
5 Materials 11.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$486K 1.04%
+3,000
27
$458K 0.98%
800
+300
28
$447K 0.96%
+500
29
$444K 0.95%
+7,000
30
$437K 0.93%
100,000
+60,000
31
$406K 0.87%
+22,799
32
$395K 0.84%
5,990
-2,500
33
$393K 0.84%
+3,030
34
$361K 0.77%
5,000
35
$330K 0.7%
5,000
+3,000
36
$305K 0.65%
+1,000
37
$302K 0.64%
+4,800
38
$302K 0.64%
+4,000
39
$300K 0.64%
23,000
-3,000
40
$295K 0.63%
+2,700
41
$295K 0.63%
+5,400
42
$295K 0.63%
+7,000
43
$289K 0.62%
+2,200
44
$286K 0.61%
+2,100
45
$286K 0.61%
+8,000
46
$284K 0.61%
+7,000
47
$283K 0.6%
3,000
+1,500
48
$281K 0.6%
+10,500
49
$279K 0.6%
+2,000
50
$278K 0.59%
+2,100
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