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
326
$20.8K 0.01%
+245
327
$20.8K 0.01%
+105
328
$20.7K 0.01%
+637
329
$20.6K 0.01%
+89
330
$20.1K 0.01%
+148
331
$20.1K 0.01%
+136
332
$20K 0.01%
+126
333
$19.8K 0.01%
+56
334
$19.8K 0.01%
+1,413
335
$19.5K 0.01%
+222
336
$19.2K 0.01%
+344
337
$19.1K 0.01%
+3
338
$18.6K 0.01%
+293
339
$18.5K 0.01%
+475
340
$18.4K 0.01%
+164
341
$18.3K 0.01%
+942
342
$18.3K 0.01%
+164
343
$18.3K 0.01%
+106
344
$17.7K 0.01%
+40
345
$17.5K 0.01%
+430
346
$17.5K 0.01%
+7
347
$17.4K 0.01%
+484
348
$17.3K 0.01%
+132
349
$17.3K 0.01%
+686
350
$17.2K 0.01%
+165