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
301
$16.4K 0.03%
+177
302
$16.3K 0.03%
135
-1,988
303
$16.3K 0.03%
+320
304
$16.2K 0.03%
226
+131
305
$16.2K 0.03%
453
-1,564
306
$16.1K 0.03%
+235
307
$16K 0.03%
188
-432
308
$15.7K 0.03%
567
-1,260
309
$15.5K 0.03%
+232
310
$15.5K 0.03%
+283
311
$15.5K 0.03%
+499
312
$15.2K 0.03%
79
-388
313
$15.1K 0.03%
350
+30
314
$15.1K 0.03%
82
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315
$15K 0.03%
+114
316
$14.5K 0.03%
96
+72
317
$14.4K 0.03%
221
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318
$14.4K 0.03%
709
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319
$14.4K 0.03%
180
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320
$14.3K 0.03%
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321
$14.1K 0.03%
142
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322
$14.1K 0.03%
108
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323
$14K 0.03%
471
+254
324
$13.9K 0.03%
+164
325
$13.8K 0.03%
+205
11 12
13
14 15