WTG
West Tower Group Portfolio holdings
AUM
$43.5M
1-Year Est. Return
24.89%
This Fund
S&P 500
1 Year Est. Return
+24.89%
AUM
$34.5M
AUM Growth
-$11.6M
(-25%)
Holding
92
Top Buys
| 1 | +$1.33M | |
| 2 | +$677K | |
| 3 | +$589K | |
| 4 |
Reddit
RDDT
|
+$408K |
| 5 |
NuScale Power
SMR
|
+$319K |
Top Sells
| 1 | +$2.36M | |
| 2 | +$1.75M | |
| 3 | +$1.73M | |
| 4 |
Meta Platforms (Facebook)
META
|
+$812K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
76
Merck
MRK
$296B
| – | – |
-4,700
|
|
||
77
Netflix
NFLX
$394B
| – | – |
-2,000
|
|
||
78
Navitas Semiconductor
NVTS
$1.91B
| – | – |
-10,000
|
|
||
79
Oneok
OKE
$59.2B
| – | – |
-5,000
|
|
||
80
Palo Alto Networks
PANW
$119B
| – | – |
-1,500
|
|
||
81
PepsiCo
PEP
$209B
| – | – |
-3,300
|
|
||
82
Procter & Gamble
PG
$332B
| – | – |
-2,500
|
|
||
83
Palantir
PLTR
$342B
| – | – |
-1,500
|
|
||
84
SAP
SAP
$192B
| – | – |
-1,000
|
|
||
85
Silicon Laboratories
SLAB
$6.79B
| – | – |
-2,000
|
|
||
86
Sysco
SYY
$39.2B
| – | – |
-6,000
|
|
||
87
Target
TGT
$54.3B
| – | – |
-4,000
|
|
||
88
Union Pacific
UNP
$142B
| – | – |
-1,800
|
|
||
89
United Parcel Service
UPS
$80.5B
| – | – |
-4,000
|
|
||
90
Vertex
VERX
$1.81B
| – | – |
-13,000
|
|
||
91
Verizon
VZ
$212B
| – | – |
-10,000
|
|
||
|
GAP
92
The Gap Inc
GAP
$9.22B
| – | – |
-80,200
|
|