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
$45.1M
AUM Growth
-$1.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$1.53M
2
+$586K
3
+$585K
4
ARCO icon
Arcos Dorados Holdings
ARCO
+$570K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$568K

Top Sells

1
+$1.1M
2
+$950K
3
+$820K
4
OSW icon
OneSpaWorld
OSW
+$818K
5
TSLA icon
Tesla
TSLA
+$785K

Sector Composition

1 Technology 25%
2 Healthcare 15.47%
3 Communication Services 14.13%
4 Consumer Discretionary 10.43%
5 Industrials 10.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$140K 0.31%
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