WTG

West Tower Group Portfolio holdings

AUM $34.5M
1-Year Est. Return 30.88%
This Quarter Est. Return
1 Year Est. Return
+30.88%
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
+$2.6M
2
+$977K
3
+$972K
4
PRGO icon
Perrigo
PRGO
+$697K
5
PYPL icon
PayPal
PYPL
+$511K

Top Sells

1
+$2.21M
2
+$557K
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
1
$2.6M 7.03%
+122,812
2
$2.57M 6.95%
345,621
+131,287
3
$1.9M 5.14%
86,683
+2,043
4
$1.49M 4.03%
97,017
+2,236
5
$1.28M 3.47%
31,303
-1,981
6
$1.28M 3.47%
80,876
7
$1.22M 3.29%
136,576
8
$1.13M 3.06%
2,250
-150
9
$972K 2.63%
+31,000
10
$956K 2.58%
37,226
+27,126
11
$902K 2.44%
46,986
+7,916
12
$887K 2.4%
11,000
-500
13
$816K 2.21%
34,500
+21,000
14
$799K 2.16%
2,628
15
$755K 2.04%
27,385
-7,995
16
$709K 1.92%
132,291
17
$663K 1.79%
29,520
+13,000
18
$656K 1.77%
11,307
+8,807
19
$628K 1.7%
45,000
+7,000
20
$509K 1.37%
+3,000
21
$494K 1.33%
35,000
+32,000
22
$480K 1.3%
8,490
23
$466K 1.26%
1,450
24
$441K 1.19%
34,671
+23,000
25
$435K 1.18%
+2,200
1
2 3 4 5