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
276
$30.9K 0.02%
+609
277
$30.7K 0.02%
+422
278
$30.6K 0.02%
+324
279
$30.4K 0.02%
+128
280
$30.3K 0.02%
+207
281
$30.1K 0.02%
+1,120
282
$29.9K 0.02%
+210
283
$29.8K 0.02%
+132
284
$29.6K 0.02%
+381
285
$29.5K 0.02%
+795
286
$28.9K 0.02%
+325
287
$28.9K 0.02%
+283
288
$28.8K 0.02%
+1,707
289
$28.6K 0.02%
+32
290
$28K 0.02%
+105
291
$27.9K 0.02%
+245
292
$27.9K 0.02%
+696
293
$27.8K 0.02%
+680
294
$27.7K 0.02%
+1,064
295
$27.7K 0.02%
+1,880
296
$27.6K 0.02%
+766
297
$27.5K 0.02%
+3,813
298
$27.3K 0.02%
+145
299
$27K 0.02%
+39
300
$26.8K 0.02%
+817