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
$37M
AUM Growth
+$3.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$2.6M
2
+$977K
3
+$972K
4
PRGO icon
Perrigo
PRGO
+$697K
5
PYPL icon
PayPal
PYPL
+$511K

Top Sells

1
+$2.21M
2
+$557K
3
+$428K
4
DRS icon
Leonardo DRS
DRS
+$427K
5
CRWD icon
CrowdStrike
CRWD
+$385K

Sector Composition

1 Technology 41.62%
2 Communication Services 15.61%
3 Consumer Discretionary 14.92%
4 Materials 10.94%
5 Healthcare 5.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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