WTG

West Tower Group Portfolio holdings

AUM $32M
1-Year Est. Return 33.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+33.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$34.5M
AUM Growth
-$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$1.33M
2
+$677K
3
+$589K
4
RDDT icon
Reddit
RDDT
+$408K
5
SMR icon
NuScale Power
SMR
+$319K

Top Sells

1
+$2.36M
2
+$1.75M
3
+$1.73M
4
META icon
Meta Platforms (Facebook)
META
+$812K
5
M icon
Macy's
M
+$507K

Sector Composition

1 Technology 29.9%
2 Healthcare 20.47%
3 Communication Services 19.58%
4 Industrials 14.67%
5 Consumer Discretionary 9.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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