Portfolio (Quarterly)
Guide ↗
West Tower Group, LLC
· CIK 0001965819| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | EHAB | ENHABIT INC | Healthcare | 361,009 | $5.1M | 15.87% | SOLD |
| 2 | FIG | FIGMA INC | Technology | 21,000 | $444K | 1.39% | SOLD |
| 3 | AMD | ADVANCED MICRO DEVICES INC | Technology | 1,500 | $305K | 0.95% | SOLD |
| 4 | EXLS | EXLSERVICE HLDGS INC | Technology | 8,700 | $265K | 0.83% | SOLD |
| 5 | IBM | INTERNATIONAL BUSINESS MACHS | Technology | 1,000 | $242K | 0.76% | SOLD |
| 6 | CRM | SALESFORCE INC | Technology | 1,200 | $224K | 0.70% | SOLD |
| 7 | NOK | NOKIA CORP | Technology | 25,000 | $201K | 0.63% | SOLD |
| 8 | ZETA | ZETA GLOBAL HOLDINGS CORP | Technology | 10,000 | $159K | 0.50% | SOLD |
| 9 | — CALL | PELOTON INTERACTIVE INC | — | 3,000 | $13K | 0.04% | SOLD |
Sector Allocation
Technology
30.7%
Communication Services
20.2%
Industrials
17.4%
Healthcare
14.4%
Consumer Cyclical
11.7%
Basic Materials
4.0%
Financial Services
1.5%