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

Top Buys

1
+$1.7M
2
+$1.17M
3
+$656K
4
OEC icon
Orion
OEC
+$490K
5
NVDA icon
NVIDIA
NVDA
+$486K

Top Sells

1
+$1.48M
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
1
$2.85M 6.09%
345,621
2
$2.68M 5.71%
101,992
+64,766
3
$2.25M 4.81%
285,142
+148,566
4
$2.03M 4.34%
114,202
+27,519
5
$1.6M 3.42%
97,017
6
$1.33M 2.84%
17,043
+5,736
7
$1.2M 2.56%
2,050
-200
8
$1.18M 2.53%
31,000
9
$1.1M 2.34%
80,876
10
$1.04M 2.21%
50,621
-72,191
11
$951K 2.03%
10,500
-500
12
$858K 1.83%
34,500
13
$820K 1.75%
5,000
+4,000
14
$785K 1.68%
4,000
+1,800
15
$751K 1.6%
29,520
16
$737K 1.57%
46,986
17
$729K 1.56%
27,385
18
$691K 1.47%
3,000
+1,300
19
$637K 1.36%
137,291
+5,000
20
$555K 1.19%
43,000
-2,000
21
$555K 1.19%
34,365
+6,000
22
$549K 1.17%
39,630
+10,986
23
$523K 1.12%
41,000
+6,000
24
$500K 1.07%
1,800
+500
25
$495K 1.06%
34,671
1
2 3 4 5