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

Top Buys

1
+$1.49M
2
+$1.43M
3
+$835K
4
AVGO icon
Broadcom
AVGO
+$725K
5
ANSS
Ansys
ANSS
+$503K

Top Sells

1
+$2.53M
2
+$1.82M
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
51
$171K 0.52%
+300
52
$167K 0.51%
2,500
+996
53
$164K 0.49%
+600
54
$162K 0.49%
1,000
+948
55
$157K 0.47%
8,377
-3,623
56
$153K 0.46%
+3,500
57
$153K 0.46%
+4,000
58
$149K 0.45%
+600
59
$143K 0.43%
+5,000
60
$139K 0.42%
+800
61
$139K 0.42%
+4,000
62
$138K 0.42%
+1,000
63
$120K 0.36%
+400
64
$117K 0.35%
2,000
+1,884
65
$97.1K 0.29%
+200
66
$92K 0.28%
3,000
-59,454
67
$91.8K 0.28%
+8,000
68
$91.6K 0.28%
+3,000
69
$89.3K 0.27%
1,500
+1,220
70
$84.6K 0.26%
+975
71
$84.6K 0.26%
1,000
+950
72
$82.3K 0.25%
+1,861
73
$78.2K 0.24%
+1,000
74
$74.8K 0.23%
+3,000
75
$73.2K 0.22%
+1,500
1 2
3
4 5