WTG

West Tower Group Portfolio holdings

AUM $43.5M
1-Year Est. Return 24.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$46.1M
AUM Growth
+$8.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$1.68M
2
+$699K
3
+$533K
4
VERX icon
Vertex
VERX
+$495K
5
NWSA icon
News Corp Class A
NWSA
+$481K

Top Sells

1
+$619K
2
+$517K
3
+$432K
4
HAL icon
Halliburton
HAL
+$431K
5
CF icon
CF Industries
CF
+$430K

Sector Composition

1 Technology 23.91%
2 Communication Services 16.92%
3 Healthcare 16.18%
4 Consumer Discretionary 13.69%
5 Industrials 10.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$454K 0.99%
6,000
+500
27
$436K 0.95%
3,300
+300
28
$433K 0.94%
10,000
29
$426K 0.92%
+3,000
30
$414K 0.9%
+1,800
31
$413K 0.9%
+4,500
32
$408K 0.89%
+5,000
33
$404K 0.88%
4,000
+600
34
$401K 0.87%
+3,400
35
$398K 0.86%
+2,500
36
$397K 0.86%
2,600
37
$397K 0.86%
+12,000
38
$396K 0.86%
2,300
+500
39
$396K 0.86%
7,000
40
$396K 0.86%
+1,600
41
$395K 0.86%
+4,000
42
$387K 0.84%
3,000
43
$382K 0.83%
4,200
-300
44
$372K 0.81%
4,700
+200
45
$371K 0.8%
800
-200
46
$370K 0.8%
+8,000
47
$352K 0.76%
2,000
48
$348K 0.75%
+17,000
49
$336K 0.73%
+2,500
50
$310K 0.67%
+4,000
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