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
$102M
AUM Growth
+$988K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
592
New
Increased
Reduced
Closed

Top Buys

1
+$5.31M
2
+$2.28M
3
+$2.16M
4
CIVI icon
Civitas Resources
CIVI
+$2.15M
5
APA icon
APA Corp
APA
+$2.02M

Top Sells

1
+$4.85M
2
+$4.75M
3
+$4.5M
4
BTU icon
Peabody Energy
BTU
+$3.17M
5
SU icon
Suncor Energy
SU
+$2.89M

Sector Composition

1 Energy 31.75%
2 Materials 19.17%
3 Consumer Discretionary 12.43%
4 Industrials 8.86%
5 Technology 8.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$43.6K 0.03%
+316
227
$43.3K 0.03%
+308
228
$42.6K 0.03%
+1,981
229
$42.4K 0.03%
+197
230
$41.8K 0.03%
+926
231
$41.5K 0.03%
+1,351
232
$41.4K 0.03%
+667
233
$41.2K 0.03%
+1,550
234
$41K 0.03%
+1,600
235
$40.7K 0.03%
+819
236
$40.6K 0.03%
+1,033
237
$40.6K 0.03%
+527
238
$40.6K 0.03%
+363
239
$40.5K 0.03%
+242
240
$40.5K 0.03%
+536
241
$40.1K 0.03%
+1,817
242
$40.1K 0.03%
+4,014
243
$39.2K 0.03%
+1,548
244
$39K 0.03%
+912
245
$38.9K 0.03%
+677
246
$38.1K 0.03%
+311
247
$38K 0.03%
+212
248
$37K 0.03%
+125
249
$36.7K 0.03%
+538
250
$36.3K 0.03%
+289
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