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
$33.2M
AUM Growth
-$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
537
New
Increased
Reduced
Closed

Top Buys

1
+$1.41M
2
+$1.35M
3
+$678K
4
FIX icon
Comfort Systems
FIX
+$671K
5
ANSS
Ansys
ANSS
+$491K

Top Sells

1
+$2.26M
2
+$1.83M
3
+$1.18M
4
XLRE icon
State Street Real Estate Select Sector SPDR ETF
XLRE
+$756K
5
SMH icon
VanEck Semiconductor ETF
SMH
+$700K

Sector Composition

1 Technology 29.27%
2 Consumer Discretionary 22.37%
3 Materials 15.23%
4 Communication Services 14.52%
5 Industrials 9.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
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528
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530
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531
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532
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-11
533
– –
-1,618
534
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535
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536
– –
-91
537
– –
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