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
$46.8M
AUM Growth
+$9.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$1.78M
2
+$1.29M
3
+$608K
4
OEC icon
Orion
OEC
+$530K
5
NOW icon
ServiceNow
NOW
+$411K

Top Sells

1
+$1.38M
2
+$1.28M
3
+$799K
4
AMAT icon
Applied Materials
AMAT
+$378K
5
MSFT icon
Microsoft
MSFT
+$358K

Sector Composition

1 Technology 33.12%
2 Healthcare 13.79%
3 Communication Services 12.87%
4 Consumer Discretionary 11.37%
5 Materials 11.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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