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
$49.3M
AUM Growth
-$32.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
819
New
Increased
Reduced
Closed

Top Buys

1
+$706K
2
+$610K
3
+$583K
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$557K
5
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$518K

Top Sells

1
+$2.96M
2
+$2.51M
3
+$2.49M
4
OXY icon
Occidental Petroleum
OXY
+$1.98M
5
GPRE icon
Green Plains
GPRE
+$1.96M

Sector Composition

1 Consumer Discretionary 20.04%
2 Technology 12.59%
3 Industrials 11.52%
4 Materials 9.91%
5 Healthcare 9.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$28.9K 0.06%
125
-171
252
$28.9K 0.06%
+297
253
$28.6K 0.06%
1,565
+1,196
254
$28.5K 0.06%
418
+276
255
$28.4K 0.06%
160
+123
256
$27.8K 0.06%
63
-246
257
$27.6K 0.06%
232
+123
258
$27.5K 0.06%
892
+450
259
$27.4K 0.06%
164
+133
260
$27.3K 0.06%
+184
261
$27K 0.05%
+784
262
$26.8K 0.05%
+651
263
$26.6K 0.05%
+1,413
264
$26.5K 0.05%
195
+172
265
$26.5K 0.05%
467
+312
266
$26.5K 0.05%
205
-83
267
$26.3K 0.05%
865
-276
268
$26K 0.05%
+749
269
$25.6K 0.05%
+1,240
270
$25.1K 0.05%
+199
271
$24.6K 0.05%
42
+11
272
$24.4K 0.05%
318
-795
273
$24.3K 0.05%
+421
274
$24.2K 0.05%
+157
275
$24.2K 0.05%
707
-29,503
9 10
11
12 13