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
$45.1M
AUM Growth
-$1.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$1.53M
2
+$586K
3
+$585K
4
ARCO icon
Arcos Dorados Holdings
ARCO
+$570K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$568K

Top Sells

1
+$1.1M
2
+$950K
3
+$820K
4
OSW icon
OneSpaWorld
OSW
+$818K
5
TSLA icon
Tesla
TSLA
+$785K

Sector Composition

1 Technology 25%
2 Healthcare 15.47%
3 Communication Services 14.13%
4 Consumer Discretionary 10.43%
5 Industrials 10.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$3.06M 6.78%
118,914
+16,922
2
$2.7M 5.99%
255,745
-89,876
3
$2.23M 4.94%
285,142
4
$1.75M 3.87%
110,649
-3,553
5
$1.53M 3.39%
+20,000
6
$1.25M 2.76%
73,645
+26,659
7
$1.18M 2.62%
2,050
8
$1.17M 2.6%
13,730
-3,313
9
$1.11M 2.47%
55,900
-41,117
10
$1.09M 2.41%
24,500
-6,500
11
$1.05M 2.34%
1,800
+1,000
12
$935K 2.07%
7,070
+4,040
13
$927K 2.05%
43,400
-7,221
14
$848K 1.88%
10,000
-500
15
$813K 1.8%
63,000
+22,000
16
$725K 1.61%
43,000
17
$704K 1.56%
27,000
-7,500
18
$626K 1.39%
2,500
+2,000
19
$585K 1.3%
+4,000
20
$570K 1.26%
+78,304
21
$568K 1.26%
+3,000
22
$506K 1.12%
+1,200
23
$482K 1.07%
+5,300
24
$460K 1.02%
+3,400
25
$459K 1.02%
6,000
+2,500
1
2 3 4 5