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
251
$36.2K 0.03%
+77
252
$36.1K 0.03%
+789
253
$35.9K 0.03%
+194
254
$35.8K 0.03%
+483
255
$35.6K 0.03%
+462
256
$35.6K 0.03%
+464
257
$35.4K 0.03%
+392
258
$35.3K 0.03%
+444
259
$35.2K 0.03%
+2,176
260
$35.2K 0.03%
+1,697
261
$34.8K 0.02%
+114
262
$34.6K 0.02%
+234
263
$34.3K 0.02%
+815
264
$33.8K 0.02%
+99
265
$33.7K 0.02%
+90
266
$33.4K 0.02%
+423
267
$33.1K 0.02%
+281
268
$33.1K 0.02%
+356
269
$32.9K 0.02%
+307
270
$32.7K 0.02%
+570
271
$32.4K 0.02%
+144
272
$32.3K 0.02%
+227
273
$31.9K 0.02%
+164
274
$31.4K 0.02%
+95
275
$31K 0.02%
+283
9 10
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