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
$38.1M
AUM Growth
-$7.06M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$1.01M
3
+$557K
4
NFLX icon
Netflix
NFLX
+$466K
5
HAL icon
Halliburton
HAL
+$431K

Top Sells

1
+$1.17M
2
+$927K
3
+$626K
4
EA icon
Electronic Arts
EA
+$585K
5
MSFT icon
Microsoft
MSFT
+$506K

Sector Composition

1 Healthcare 18.63%
2 Technology 16.9%
3 Communication Services 16.26%
4 Consumer Discretionary 14.19%
5 Industrials 12.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$431K 1.13%
2,600
-300
27
$430K 1.13%
+5,500
28
$427K 1.12%
3,000
-300
29
$422K 1.11%
4,500
-800
30
$413K 1.09%
+1,600
31
$413K 1.09%
+2,000
32
$413K 1.08%
5,500
-500
33
$412K 1.08%
1,800
-200
34
$404K 1.06%
4,500
+100
35
$402K 1.06%
+1,900
36
$399K 1.05%
3,800
-400
37
$397K 1.04%
+17,500
38
$395K 1.04%
+2,200
39
$392K 1.03%
+7,000
40
$384K 1.01%
+8,000
41
$383K 1.01%
3,100
-700
42
$383K 1.01%
3,500
+100
43
$381K 1%
3,200
-400
44
$377K 0.99%
+1,800
45
$374K 0.98%
3,400
46
$373K 0.98%
+4,500
47
$361K 0.95%
13,520
-1,000
48
$361K 0.95%
+3,000
49
$349K 0.92%
10,000
+1,500
50
$330K 0.87%
+600
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