WTG
West Tower Group Portfolio holdings
AUM
$46.1M
This Quarter Return
+0.51%
1 Year Return
+17.61%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$37M
AUM Growth
+$37M
(+12%)
Cap. Flow
+$5.21M
Cap. Flow
% of AUM
14.09%
Top 10 Holdings %
Top 10 Hldgs %
41.66%
Holding
127
New
36
Increased
27
Reduced
15
Closed
33
Top Buys
| 1 |
Hewlett Packard
HPE
|
$2.6M |
| 2 |
Warner Bros
WBD
|
$977K |
| 3 |
EXL Service
EXLS
|
$972K |
| 4 |
Perrigo
PRGO
|
$697K |
| 5 |
PayPal
PYPL
|
$511K |
Top Sells
| 1 |
Kohl's
KSS
|
$2.21M |
| 2 |
Broadcom
AVGO
|
$557K |
| 3 |
BrightView Holdings
BV
|
$428K |
| 4 |
Leonardo DRS
DRS
|
$427K |
| 5 |
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% |