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
$46.8M
AUM Growth
+$9.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$1.7M
2
+$1.17M
3
+$656K
4
OEC icon
Orion
OEC
+$490K
5
NVDA icon
NVIDIA
NVDA
+$486K

Top Sells

1
+$1.48M
2
+$1.28M
3
+$799K
4
AMAT icon
Applied Materials
AMAT
+$378K
5
MSFT icon
Microsoft
MSFT
+$358K

Sector Composition

1 Technology 33.12%
2 Healthcare 13.79%
3 Communication Services 12.87%
4 Consumer Discretionary 11.37%
5 Materials 11.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$188K 0.4%
51,370
77
$178K 0.38%
2,000
+500
78
$177K 0.38%
2,000
79
$177K 0.38%
+5,000
80
$175K 0.37%
550
-900
81
$174K 0.37%
4,180
82
$174K 0.37%
+4,000
83
$174K 0.37%
1,000
84
$164K 0.35%
1,500
-1,000
85
$162K 0.35%
5,000
-2,000
86
$155K 0.33%
3,000
87
$145K 0.31%
+2,000
88
$143K 0.3%
+1,000
89
$142K 0.3%
200
-300
90
$135K 0.29%
+500
91
$126K 0.27%
+4,000
92
$125K 0.27%
+500
93
$123K 0.26%
13,268
+6,331
94
$122K 0.26%
4,000
+2,000
95
$121K 0.26%
700
-1,300
96
$120K 0.26%
3,000
-1,000
97
$119K 0.25%
+20,000
98
$117K 0.25%
500
-1,500
99
$116K 0.25%
+4,000
100
$116K 0.25%
16,875
2 3
4
5 6