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
$33.2M
AUM Growth
-$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
537
New
Increased
Reduced
Closed

Top Buys

1
+$1.49M
2
+$1.43M
3
+$835K
4
AVGO icon
Broadcom
AVGO
+$725K
5
ANSS
Ansys
ANSS
+$503K

Top Sells

1
+$2.53M
2
+$1.82M
3
+$1.18M
4
XLRE icon
State Street Real Estate Select Sector SPDR ETF
XLRE
+$756K
5
SMH icon
VanEck Semiconductor ETF
SMH
+$700K

Sector Composition

1 Technology 29.27%
2 Consumer Discretionary 22.37%
3 Materials 15.23%
4 Communication Services 14.52%
5 Industrials 9.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$71K 0.21%
+28,063
77
$69.2K 0.21%
+1,000
78
$68.7K 0.21%
+500
79
$68.2K 0.21%
+1,323
80
$66.1K 0.2%
1,000
+898
81
$65.1K 0.2%
+250
82
$64.9K 0.2%
+5,385
83
$60.7K 0.18%
1,000
-120
84
$58K 0.18%
+3,000
85
$54.4K 0.16%
9,747
86
$49K 0.15%
+1,000
87
$48.5K 0.15%
+50
88
$47.4K 0.14%
+2,000
89
$38.2K 0.12%
+1,000
90
$37.8K 0.11%
+1,000
91
$27.5K 0.08%
+1,000
92
– –
-114
93
– –
-1,091
94
– –
-129
95
– –
-235
96
– –
-123
97
– –
-20
98
– –
-69
99
– –
-100
100
– –
-26
2 3
4
5 6