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
301
$22.6K 0.01%
113
+24
302
$22.4K 0.01%
413
-438
303
$21.9K 0.01%
232
+110
304
$21.6K 0.01%
+503
305
$21.1K 0.01%
+470
306
$19.8K 0.01%
+380
307
$19.4K 0.01%
+600
308
$19.3K 0.01%
+477
309
$19.1K 0.01%
145
-594
310
$19K 0.01%
557
-139
311
$19K 0.01%
+844
312
$18.6K 0.01%
142
-593
313
$18.5K 0.01%
52
-38
314
$18.1K 0.01%
310
+76
315
$18K 0.01%
+217
316
$17.6K 0.01%
208
-25
317
$17.5K 0.01%
+281
318
$17.4K 0.01%
424
-1,325
319
$17.4K 0.01%
159
-5
320
$17.1K 0.01%
+1,030
321
$17.1K 0.01%
+343
322
$17K 0.01%
105
-225
323
$17K 0.01%
76
+70
324
$16.8K 0.01%
+249
325
$16.6K 0.01%
685
-1,738
11 12
13
14 15