WTG

West Tower Group Portfolio holdings

AUM $43.5M
1-Year Est. Return 24.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.89%
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 +$2.26M
2 +$1.05M
3 +$931K
4
PRGO icon
Perrigo
PRGO
+$797K
5
PYPL icon
PayPal
PYPL
+$560K

Top Sells

1 +$2.21M
2 +$486K
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
126
-1,000
127
-7,000