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
$46.8M
AUM Growth
+$9.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$1.7M
2
+$1.17M
3
+$656K
4
OEC icon
Orion
OEC
+$490K
5
NVDA icon
NVIDIA
NVDA
+$486K

Top Sells

1
+$1.48M
2
+$1.28M
3
+$799K
4
AMAT icon
Applied Materials
AMAT
+$378K
5
MSFT icon
Microsoft
MSFT
+$358K

Sector Composition

1 Technology 33.12%
2 Healthcare 13.79%
3 Communication Services 12.87%
4 Consumer Discretionary 11.37%
5 Materials 11.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$277K 0.59%
+300
52
$276K 0.59%
+8,700
53
$275K 0.59%
+4,600
54
$274K 0.58%
+2,600
55
$273K 0.58%
1,600
-1,400
56
$273K 0.58%
+3,500
57
$273K 0.58%
+2,400
58
$272K 0.58%
+1,600
59
$270K 0.58%
+2,300
60
$269K 0.57%
71,359
61
$269K 0.57%
+8,500
62
$269K 0.57%
+1,300
63
$266K 0.57%
+6,000
64
$265K 0.57%
+1,100
65
$263K 0.56%
+7,500
66
$262K 0.56%
+2,300
67
$254K 0.54%
+6,700
68
$233K 0.5%
800
+300
69
$226K 0.48%
+10,000
70
$225K 0.48%
15,000
71
$215K 0.46%
+1,500
72
$211K 0.45%
+4,000
73
$198K 0.42%
+7,000
74
$196K 0.42%
8,000
+5,000
75
$192K 0.41%
+2,000
1 2
3
4 5