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
$37M
AUM Growth
+$3.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$2.6M
2
+$977K
3
+$972K
4
PRGO icon
Perrigo
PRGO
+$697K
5
PYPL icon
PayPal
PYPL
+$511K

Top Sells

1
+$2.21M
2
+$557K
3
+$428K
4
DRS icon
Leonardo DRS
DRS
+$427K
5
CRWD icon
CrowdStrike
CRWD
+$385K

Sector Composition

1 Technology 41.62%
2 Communication Services 15.61%
3 Consumer Discretionary 14.92%
4 Materials 10.94%
5 Healthcare 5.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$88.9K 0.24%
975
77
$80K 0.22%
+2,000
78
$72K 0.19%
+1,000
79
$69.7K 0.19%
529,429
-352,978
80
$69K 0.19%
500
-1,500
81
$64.2K 0.17%
+1,000
82
$63.1K 0.17%
+3,000
83
$62.9K 0.17%
+5,221
84
$62.9K 0.17%
+3,000
85
$57.3K 0.16%
+1,000
86
$57K 0.15%
6,937
+1,552
87
$55K 0.15%
+1,000
88
$53.5K 0.14%
1,000
-500
89
$49.8K 0.13%
3,000
-5,000
90
$47.5K 0.13%
9,747
91
$39.2K 0.11%
+4,074
92
$36.3K 0.1%
+600
93
$33K 0.09%
+500
94
$16.9K 0.05%
500
-500
95
– –
-7,000
96
– –
-1,000
97
– –
-1,500
98
– –
-500
99
– –
-1,323
100
– –
-600
2 3
4
5 6