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
276
$23.9K 0.05%
341
+211
277
$23.8K 0.05%
+119
278
$23.5K 0.05%
424
+346
279
$23K 0.05%
436
+317
280
$22.6K 0.05%
471
-14,849
281
$22.6K 0.05%
+333
282
$22.3K 0.05%
+789
283
$22.1K 0.04%
+433
284
$21.8K 0.04%
233
-14
285
$21.5K 0.04%
+76
286
$20.2K 0.04%
+395
287
$20K 0.04%
+36
288
$19.6K 0.04%
+100
289
$19.4K 0.04%
+1,094
290
$19.3K 0.04%
303
+114
291
$19.2K 0.04%
+402
292
$19K 0.04%
+337
293
$19K 0.04%
+88
294
$17.8K 0.04%
+2,137
295
$17.8K 0.04%
164
+161
296
$17.7K 0.04%
+913
297
$17.3K 0.04%
+715
298
$17K 0.03%
+182
299
$16.7K 0.03%
+86
300
$16.6K 0.03%
280
-293
10 11
12
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