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
$38.1M
AUM Growth
-$7.06M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1 +$1.04M
2 +$1.01M
3 +$557K
4
NFLX icon
Netflix
NFLX
+$466K
5
HAL icon
Halliburton
HAL
+$431K

Top Sells

1 +$1.17M
2 +$927K
3 +$626K
4
EA icon
Electronic Arts
EA
+$585K
5
MSFT icon
Microsoft
MSFT
+$506K

Sector Composition

1 Healthcare 18.63%
2 Technology 16.9%
3 Communication Services 16.26%
4 Consumer Discretionary 14.19%
5 Industrials 12.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
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