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
$45.1M
AUM Growth
-$1.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$1.53M
2
+$586K
3
+$585K
4
ARCO icon
Arcos Dorados Holdings
ARCO
+$570K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$568K

Top Sells

1
+$1.1M
2
+$950K
3
+$820K
4
OSW icon
OneSpaWorld
OSW
+$818K
5
TSLA icon
Tesla
TSLA
+$785K

Sector Composition

1 Technology 25%
2 Healthcare 15.47%
3 Communication Services 14.13%
4 Consumer Discretionary 10.43%
5 Industrials 10.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$456K 1.01%
+2,000
27
$454K 1.01%
2,000
+900
28
$452K 1%
12,000
+5,000
29
$450K 1%
+35,000
30
$442K 0.98%
4,000
-1,000
31
$438K 0.97%
4,400
+2,000
32
$437K 0.97%
+900
33
$436K 0.97%
14,520
-15,000
34
$435K 0.96%
+1,300
35
$434K 0.96%
+6,800
36
$433K 0.96%
3,800
+1,600
37
$432K 0.96%
+3,300
38
$430K 0.95%
17,500
+7,000
39
$429K 0.95%
3,400
+1,300
40
$428K 0.95%
+13,500
41
$427K 0.95%
15,520
-11,865
42
$425K 0.94%
2,000
-1,000
43
$423K 0.94%
+3,400
44
$420K 0.93%
3,600
+1,600
45
$419K 0.93%
+2,900
46
$417K 0.92%
4,200
+1,600
47
$416K 0.92%
+3,100
48
$415K 0.92%
13,500
+6,000
49
$406K 0.9%
3,400
+1,300
50
$406K 0.9%
1,400
+400
1
2
3 4 5