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
$81.3M
AUM Growth
-$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
856
New
Increased
Reduced
Closed

Top Buys

1
+$2.96M
2
+$2.51M
3
+$2.49M
4
KDP icon
Keurig Dr Pepper
KDP
+$1.64M
5
OSW icon
OneSpaWorld
OSW
+$1.29M

Top Sells

1
+$6.45M
2
+$2.75M
3
+$2.48M
4
APA icon
APA Corp
APA
+$2.35M
5
VAL icon
Valaris
VAL
+$2.32M

Sector Composition

1 Energy 27.02%
2 Materials 14.31%
3 Consumer Discretionary 14.25%
4 Industrials 7.77%
5 Technology 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$34K 0.02%
288
+7
252
$33.9K 0.02%
11
-26
253
$33.9K 0.02%
+875
254
$33.8K 0.02%
+491
255
$33K 0.02%
168
-23
256
$32.7K 0.02%
+2,596
257
$32.6K 0.02%
1,931
-2,028
258
$32.5K 0.02%
103
-265
259
$32.4K 0.02%
+197
260
$32.3K 0.02%
50
+11
261
$32.3K 0.02%
63
-167
262
$32.1K 0.02%
108
+13
263
$32K 0.02%
247
+84
264
$32K 0.02%
+296
265
$32K 0.02%
558
+75
266
$31.9K 0.02%
+372
267
$31.9K 0.02%
78
-33
268
$31.8K 0.02%
152
-96
269
$31.7K 0.02%
112
-3,869
270
$31.5K 0.02%
765
+165
271
$31.4K 0.02%
62
+38
272
$31.2K 0.02%
252
+164
273
$31K 0.02%
+1,800
274
$30.9K 0.02%
+724
275
$30.4K 0.02%
452
-424
9 10
11
12 13