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
$46.1M
AUM Growth
+$8.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$1.73M
2
+$925K
3
+$708K
4
AVGO icon
Broadcom
AVGO
+$551K
5
NWSA icon
News Corp Class A
NWSA
+$520K

Top Sells

1
+$870K
2
+$578K
3
+$432K
4
HAL icon
Halliburton
HAL
+$431K
5
CF icon
CF Industries
CF
+$430K

Sector Composition

1 Technology 23.91%
2 Communication Services 16.92%
3 Healthcare 16.18%
4 Consumer Discretionary 13.69%
5 Industrials 10.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PANW icon
51
Palo Alto Networks
PANW
$135B
$307K 0.67%
+1,500
CPB icon
52
Campbell Soup
CPB
$8.88B
$307K 0.66%
+10,000
SAP icon
53
SAP
SAP
$284B
$304K 0.66%
+1,000
FOUR icon
54
Shift4
FOUR
$4.82B
$297K 0.64%
+3,000
SLAB icon
55
Silicon Laboratories
SLAB
$4.52B
$295K 0.64%
+2,000
CSCO icon
56
Cisco
CSCO
$307B
$278K 0.6%
+4,000
CART icon
57
Maplebear
CART
$11.2B
$271K 0.59%
+6,000
KLAC icon
58
KLA
KLAC
$159B
$269K 0.58%
300
NFLX icon
59
Netflix
NFLX
$441B
$268K 0.58%
2,000
-3,000
NXPI icon
60
NXP Semiconductors
NXPI
$57.3B
$262K 0.57%
+1,200
CYBR icon
61
CyberArk
CYBR
$23.5B
$244K 0.53%
+600
STM icon
62
STMicroelectronics
STM
$22.9B
$243K 0.53%
+8,000
IBM icon
63
IBM
IBM
$283B
$236K 0.51%
800
-200
SPOT icon
64
Spotify
SPOT
$115B
$230K 0.5%
300
-300
HUT
65
Hut 8
HUT
$4.32B
$223K 0.48%
+12,000
COHR icon
66
Coherent
COHR
$26.9B
$223K 0.48%
+2,500
ORCL icon
67
Oracle
ORCL
$592B
$219K 0.47%
+1,000
GMS
68
DELISTED
GMS Inc
GMS
$218K 0.47%
2,000
-8,000
MDB icon
69
MongoDB
MDB
$33B
$210K 0.46%
+1,000
PTON icon
70
Peloton Interactive
PTON
$2.79B
$208K 0.45%
+30,000
PLTR icon
71
Palantir
PLTR
$420B
$204K 0.44%
+1,500
ETSY icon
72
Etsy
ETSY
$5.31B
$201K 0.44%
+4,000
NVTS icon
73
Navitas Semiconductor
NVTS
$2B
$65.5K 0.14%
+10,000
PSX icon
74
Phillips 66
PSX
$56.3B
– –
-3,100
ROK icon
75
Rockwell Automation
ROK
$45B
– –
-1,600
1 2
3
4