WTG
West Tower Group Portfolio holdings
AUM
$32M
1-Year Est. Return
33.19%
This Fund
S&P 500
1 Year Est. Return
+33.19%
AUM
$32M
AUM Growth
-$11.4M
(-26%)
Holding
85
Top Buys
| 1 | +$1.45M | |
| 2 | +$1.42M | |
| 3 | +$1.34M | |
| 4 |
Generac Holdings
GNRC
|
+$1.15M |
| 5 |
FIG
Figma
FIG
|
+$576K |
Top Sells
| 1 | +$690K | |
| 2 | +$655K | |
| 3 | +$649K | |
| 4 |
Warner Bros
WBD
|
+$647K |
| 5 |
Tyler Technologies
TYL
|
+$577K |
Sector Composition
| 1 | Healthcare | 27.69% |
| 2 | Industrials | 20.17% |
| 3 | Technology | 20.07% |
| 4 | Communication Services | 18.53% |
| 5 | Consumer Discretionary | 9.7% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Target
TGT
$56.7B
| – | – |
-2,100
|
|
||
77
Twilio
TWLO
$34.5B
| – | – |
-2,500
|
|
||
78
Union Pacific
UNP
$156B
| – | – |
-1,200
|
|
||
79
Sprott Uranium Miners ETF
URNM
$2.22B
| – | – |
-5,000
|
|
||
80
Valero Energy
VLO
$77.6B
| – | – |
-1,800
|
|
||
81
State Street SPDR S&P Biotech ETF
XBI
$7.9B
| – | – |
-2,200
|
|
||
82
State Street SPDR S&P Homebuilders ETF
XHB
$1.54B
| – | – |
-2,500
|
|
||
83
State Street Energy Select Sector SPDR ETF
XLE
$40.2B
| – | – |
-6,000
|
|
||
84
State Street SPDR S&P Metals & Mining ETF
XME
$5.39B
| – | – |
-2,600
|
|
||
85
State Street SPDR S&P Retail ETF
XRT
$629M
| – | – |
-3,200
|
|