WTG

West Tower Group Portfolio holdings

AUM $43.5M
1-Year Est. Return 24.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.89%
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
+$1.46M
2
+$671K
3
+$616K
4
META icon
Meta Platforms (Facebook)
META
+$587K
5
J icon
Jacobs Solutions
J
+$556K

Top Sells

1
+$1.1M
2
+$835K
3
+$820K
4
TSLA icon
Tesla
TSLA
+$785K
5
OSW icon
OneSpaWorld
OSW
+$763K

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
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