WTG

West Tower Group Portfolio holdings

AUM $43.5M
1-Year Est. Return 24.91%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$34.5M
AUM Growth
-$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$1.21M
2
+$815K
3
+$721K
4
RDDT icon
Reddit
RDDT
+$460K
5
AMAT icon
Applied Materials
AMAT
+$307K

Top Sells

1
+$3.38M
2
+$1.75M
3
+$1.73M
4
META icon
Meta Platforms (Facebook)
META
+$812K
5
M icon
Macy's
M
+$507K

Sector Composition

1 Technology 29.9%
2 Healthcare 20.47%
3 Communication Services 19.58%
4 Industrials 14.67%
5 Consumer Discretionary 9.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EWZ icon
26
iShares MSCI Brazil ETF
EWZ
$8.73B
$282K 0.82%
+9,100
ORCL icon
27
Oracle
ORCL
$422B
$281K 0.81%
1,000
RBLX icon
28
Roblox
RBLX
$44.3B
$277K 0.8%
+2,000
AVGO icon
29
Broadcom
AVGO
$1.46T
$264K 0.76%
800
-1,200
GOOGL icon
30
Alphabet (Google) Class A
GOOGL
$4.02T
$243K 0.7%
1,000
-1,000
ZETA icon
31
Zeta Global
ZETA
$4.27B
$238K 0.69%
+12,000
ANET icon
32
Arista Networks
ANET
$164B
$233K 0.68%
+1,600
NXPI icon
33
NXP Semiconductors
NXPI
$57.1B
$228K 0.66%
1,000
-200
VRT icon
34
Vertiv
VRT
$69.8B
$226K 0.66%
+1,500
STM icon
35
STMicroelectronics
STM
$26.1B
$226K 0.66%
8,000
IBM icon
36
IBM
IBM
$270B
$226K 0.65%
800
SNOW icon
37
Snowflake
SNOW
$56.6B
$226K 0.65%
+1,000
GTLB icon
38
GitLab
GTLB
$5.48B
$225K 0.65%
+5,000
PTON icon
39
Peloton Interactive
PTON
$2.47B
$225K 0.65%
25,000
-5,000
PD icon
40
PagerDuty
PD
$798M
$215K 0.62%
+13,000
ZS icon
41
Zscaler
ZS
$29.6B
$210K 0.61%
+700
COP icon
42
ConocoPhillips
COP
$133B
$206K 0.6%
+2,178
XLP icon
43
State Street Consumer Staples Select Sector SPDR ETF
XLP
$16.7B
$204K 0.59%
+2,600
TEM
44
Tempus AI
TEM
$9.53B
$202K 0.58%
+2,500
RUM icon
45
Rumble
RUM
$1.94B
$181K 0.52%
+25,000
LAES icon
46
SEALSQ Corp
LAES
$716M
$87.9K 0.25%
+23,500
SNAP icon
47
Snap
SNAP
$10.2B
$77.1K 0.22%
+10,000
GAP
48
The Gap Inc
GAP
$10.8B
– –
-80,200
VZ icon
49
Verizon
VZ
$198B
– –
-10,000
VERX icon
50
Vertex
VERX
$2.49B
– –
-13,000
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