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
$34.5M
AUM Growth
-$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$1.33M
2
+$677K
3
+$589K
4
RDDT icon
Reddit
RDDT
+$408K
5
SMR icon
NuScale Power
SMR
+$319K

Top Sells

1
+$2.36M
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
$9.33B
$282K 0.82%
+9,100
ORCL icon
27
Oracle
ORCL
$402B
$281K 0.81%
1,000
RBLX icon
28
Roblox
RBLX
$37.1B
$277K 0.8%
+2,000
AVGO icon
29
Broadcom
AVGO
$1.42T
$264K 0.76%
800
-1,200
GOOGL icon
30
Alphabet (Google) Class A
GOOGL
$3.32T
$243K 0.7%
1,000
-1,000
ZETA icon
31
Zeta Global
ZETA
$3.55B
$238K 0.69%
+12,000
ANET icon
32
Arista Networks
ANET
$152B
$233K 0.68%
+1,600
NXPI icon
33
NXP Semiconductors
NXPI
$48.4B
$228K 0.66%
1,000
-200
VRT icon
34
Vertiv
VRT
$96.1B
$226K 0.66%
+1,500
STM icon
35
STMicroelectronics
STM
$28.9B
$226K 0.66%
8,000
IBM icon
36
IBM
IBM
$222B
$226K 0.65%
800
SNOW icon
37
Snowflake
SNOW
$52.8B
$226K 0.65%
+1,000
GTLB icon
38
GitLab
GTLB
$3.46B
$225K 0.65%
+5,000
PTON icon
39
Peloton Interactive
PTON
$1.88B
$225K 0.65%
25,000
-5,000
PD icon
40
PagerDuty
PD
$509M
$215K 0.62%
+13,000
ZS icon
41
Zscaler
ZS
$21.4B
$210K 0.61%
+700
COP icon
42
ConocoPhillips
COP
$164B
$206K 0.6%
+2,178
XLP icon
43
State Street Consumer Staples Select Sector SPDR ETF
XLP
$15.8B
$204K 0.59%
+2,600
TEM
44
Tempus AI
TEM
$7.62B
$202K 0.58%
+2,500
RUM icon
45
Rumble
RUM
$1.6B
$181K 0.52%
+25,000
LAES icon
46
SEALSQ Corp
LAES
$531M
$87.9K 0.25%
+23,500
SNAP icon
47
Snap
SNAP
$6.64B
$77.1K 0.22%
+10,000
SO icon
48
Southern Company
SO
$107B
– –
-4,500
BDX icon
49
Becton Dickinson
BDX
$44B
– –
-2,300
BMY icon
50
Bristol-Myers Squibb
BMY
$120B
– –
-8,000
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