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
$37M
AUM Growth
+$3.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$2.6M
2
+$977K
3
+$972K
4
PRGO icon
Perrigo
PRGO
+$697K
5
PYPL icon
PayPal
PYPL
+$511K

Top Sells

1
+$2.21M
2
+$557K
3
+$428K
4
DRS icon
Leonardo DRS
DRS
+$427K
5
CRWD icon
CrowdStrike
CRWD
+$385K

Sector Composition

1 Technology 41.62%
2 Communication Services 15.61%
3 Consumer Discretionary 14.92%
4 Materials 10.94%
5 Healthcare 5.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$182K 0.49%
1,000
-1,500
52
$179K 0.48%
6,000
+5,000
53
$174K 0.47%
+1,000
54
$174K 0.47%
5,000
+1,000
55
$173K 0.47%
4,000
+3,000
56
$166K 0.45%
4,180
+680
57
$162K 0.44%
+1,000
58
$159K 0.43%
+800
59
$152K 0.41%
+6,000
60
$151K 0.41%
16,875
-735
61
$151K 0.41%
+40,000
62
$149K 0.4%
3,000
+1,000
63
$147K 0.4%
2,000
+1,000
64
$137K 0.37%
+1,500
65
$137K 0.37%
+500
66
$136K 0.37%
24,080
-6,020
67
$128K 0.35%
+2,000
68
$124K 0.34%
1,500
-1,519
69
$109K 0.29%
+1,500
70
$107K 0.29%
+1,500
71
$105K 0.28%
+3,000
72
$103K 0.28%
3,500
+500
73
$100K 0.27%
3,000
74
$93.8K 0.25%
+2,000
75
$90.5K 0.24%
31,864
+3,801
1 2
3
4 5