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
$33.2M
AUM Growth
-$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
537
New
Increased
Reduced
Closed

Top Buys

1 +$1.41M
2 +$1.35M
3 +$678K
4
FIX icon
Comfort Systems
FIX
+$671K
5
ANSS
Ansys
ANSS
+$491K

Sector Composition

1 Technology 29.27%
2 Consumer Discretionary 22.37%
3 Materials 15.23%
4 Communication Services 14.52%
5 Industrials 9.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-688
152
-1,671
153
-37
154
-83
155
-967
156
-37
157
-269
158
-19
159
-2,990
160
-184
161
-23
162
-10
163
-131
164
-1,140
165
-254
166
-64
167
-47
168
-32
169
-214
170
-114
171
-1,005
172
-234
173
-677
174
-17
175
-517