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
-176
152
-641
153
-186
154
-1,424
155
-77
156
-364
157
-37
158
-269
159
-19
160
-2,990
161
-184
162
-23
163
-10
164
-131
165
-1,140
166
-254
167
-64
168
-47
169
-32
170
-214
171
-114
172
-1,005
173
-234
174
-677
175
-17