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
$45.1M
AUM Growth
-$1.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$1.53M
2
+$586K
3
+$585K
4
ARCO icon
Arcos Dorados Holdings
ARCO
+$570K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$568K

Top Sells

1
+$1.1M
2
+$950K
3
+$820K
4
OSW icon
OneSpaWorld
OSW
+$818K
5
TSLA icon
Tesla
TSLA
+$785K

Sector Composition

1 Technology 25%
2 Healthcare 15.47%
3 Communication Services 14.13%
4 Consumer Discretionary 10.43%
5 Industrials 10.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$402K 0.89%
+4,500
52
$399K 0.88%
90,000
-10,000
53
$382K 0.85%
13,100
+6,400
54
$365K 0.81%
2,400
+800
55
$348K 0.77%
+8,700
56
$341K 0.76%
8,500
+3,100
57
$327K 0.72%
2,000
-3,000
58
$315K 0.7%
+500
59
$299K 0.66%
+15,000
60
$286K 0.63%
4,000
61
$283K 0.63%
+5,000
62
$250K 0.55%
+1,500
63
$236K 0.52%
+3,000
64
$236K 0.52%
+10,000
65
$232K 0.51%
1,000
+300
66
$226K 0.5%
+2,000
67
$225K 0.5%
4,000
+1,000
68
$224K 0.5%
+8,000
69
$223K 0.49%
+2,000
70
$221K 0.49%
2,000
71
$221K 0.49%
3,500
+1,500
72
$218K 0.48%
13,000
-2,000
73
$212K 0.47%
200
-300
74
$208K 0.46%
2,000
75
$205K 0.46%
+600
1 2
3
4 5