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
Kimberly-Clark
KMB
$40.3B
| – | – |
-3,000
|
|
||
77
KLA
KLAC
$146B
| – | – |
-300
|
|
||
78
Keurig Dr Pepper
KDP
$38.1B
| – | – |
-12,000
|
|
||
79
Johnson & Johnson
JNJ
$465B
| – | – |
-2,600
|
|
||
80
Illinois Tool Works
ITW
$72.7B
| – | – |
-1,600
|
|
||
|
HUT
81
Hut 8
HUT
$5.11B
| – | – |
-12,000
|
|
||
|
GMS
82
DELISTED
GMS Inc
GMS
| – | – |
-2,000
|
|
||
83
Shift4
FOUR
$5.07B
| – | – |
-3,000
|
|
||
84
Etsy
ETSY
$6.98B
| – | – |
-4,000
|
|
||
85
iShares Select Dividend ETF
DVY
$20.6B
| – | – |
-13,000
|
|
||
86
Duke Energy
DUK
$99.9B
| – | – |
-3,400
|
|
||
87
Datadog
DDOG
$53.3B
| – | – |
-2,500
|
|
||
88
Dominion Energy
D
$51.7B
| – | – |
-7,000
|
|
||
89
CyberArk
CYBR
$24.8B
| – | – |
-600
|
|
||
90
Cisco
CSCO
$277B
| – | – |
-4,000
|
|
||
91
Campbell Soup
CPB
$9.19B
| – | – |
-10,000
|
|
||
92
Coherent
COHR
$18.3B
| – | – |
-2,500
|
|