WTG
West Tower Group Portfolio holdings
AUM
$34.5M
1-Year Est. Return
30.88%
1 Year Est. Return
+30.88%
AUM
$34.5M
AUM Growth
-$11.6M
(-25%)
Holding
92
Top Buys
| 1 | +$1.21M | |
| 2 | +$815K | |
| 3 | +$721K | |
| 4 |
Reddit
RDDT
|
+$460K |
| 5 |
Applied Materials
AMAT
|
+$307K |
Top Sells
| 1 | +$3.38M | |
| 2 | +$1.75M | |
| 3 | +$1.73M | |
| 4 |
Meta Platforms (Facebook)
META
|
+$812K |
| 5 |
Macy's
M
|
+$507K |
Sector Composition
| 1 | Technology | 29.9% |
| 2 | Healthcare | 20.47% |
| 3 | Communication Services | 19.58% |
| 4 | Industrials | 14.67% |
| 5 | Consumer Discretionary | 9.01% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Keurig Dr Pepper
KDP
$37.2B
| – | – |
-12,000
|
|
||
77
KLA
KLAC
$206B
| – | – |
-300
|
|
||
78
Kimberly-Clark
KMB
$33B
| – | – |
-3,000
|
|
||
79
Lockheed Martin
LMT
$135B
| – | – |
-800
|
|
||
|
80
Macy's
M
$5.78B
| – | – |
-43,485
|
|
||
81
MongoDB
MDB
$32.5B
| – | – |
-1,000
|
|
||
|
82
Meta Platforms (Facebook)
META
$1.56T
| – | – |
-1,100
|
|
||
83
Merck
MRK
$270B
| – | – |
-4,700
|
|
||
84
Netflix
NFLX
$373B
| – | – |
-2,000
|
|
||
85
Navitas Semiconductor
NVTS
$2.51B
| – | – |
-10,000
|
|
||
86
Oneok
OKE
$46.8B
| – | – |
-5,000
|
|
||
87
Palo Alto Networks
PANW
$131B
| – | – |
-1,500
|
|
||
88
SAP
SAP
$272B
| – | – |
-1,000
|
|
||
89
Silicon Laboratories
SLAB
$4.89B
| – | – |
-2,000
|
|
||
90
Sysco
SYY
$37.7B
| – | – |
-6,000
|
|
||
91
Target
TGT
$50.4B
| – | – |
-4,000
|
|
||
92
United Parcel Service
UPS
$90.7B
| – | – |
-4,000
|
|