WTG

West Tower Group Portfolio holdings

AUM $43.5M
1-Year Est. Return 24.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$81.3M
AUM Growth
-$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
856
New
Increased
Reduced
Closed

Top Buys

1
+$3.07M
2
+$2.59M
3
+$2.26M
4
KDP icon
Keurig Dr Pepper
KDP
+$1.71M
5
OSW icon
OneSpaWorld
OSW
+$1.34M

Top Sells

1
+$6.49M
2
+$2.52M
3
+$2.48M
4
APA icon
APA Corp
APA
+$2.35M
5
OVV icon
Ovintiv
OVV
+$2.28M

Sector Composition

1 Energy 27.02%
2 Materials 14.31%
3 Consumer Discretionary 14.25%
4 Industrials 7.84%
5 Technology 7.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$39.6K 0.05%
+791
227
$39K 0.05%
+909
228
$39K 0.05%
+177
229
$38.7K 0.05%
+626
230
$38.6K 0.05%
543
+81
231
$38.5K 0.05%
1,341
-1,014
232
$38.4K 0.05%
+2,402
233
$38.2K 0.05%
1,063
-487
234
$37.9K 0.05%
+1,004
235
$37.8K 0.05%
189
-173
236
$37.7K 0.05%
943
+853
237
$37.5K 0.05%
+335
238
$37.3K 0.05%
+1,265
239
$37.3K 0.05%
627
-458
240
$37.2K 0.05%
234
+223
241
$37.2K 0.05%
+955
242
$37.1K 0.05%
+1,435
243
$35.9K 0.04%
+815
244
$35.1K 0.04%
+1,783
245
$35.1K 0.04%
395
+150
246
$34.8K 0.04%
+359
247
$34.8K 0.04%
1,141
+852
248
$34.3K 0.04%
418
-1,868
249
$34.2K 0.04%
1,535
+884
250
$34K 0.04%
+426
8 9
10
11 12