WTG

West Tower Group Portfolio holdings

AUM $43.5M
1-Year Est. Return 24.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.89%
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
+$3.07M
2
+$2.59M
3
+$2.26M
4
KDP icon
Keurig Dr Pepper
KDP
+$1.71M
5
OSW icon
OneSpaWorld
OSW
+$1.34M

Top Sells

1
+$6.49M
2
+$2.52M
3
+$2.48M
4
APA icon
APA Corp
APA
+$2.35M
5
OVV icon
Ovintiv
OVV
+$2.28M

Sector Composition

1 Energy 27.02%
2 Materials 14.31%
3 Consumer Discretionary 14.25%
4 Industrials 7.84%
5 Technology 7.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$16.6K 0.02%
+278
327
$16.5K 0.02%
156
-8
328
$16.4K 0.02%
168
+100
329
$16.1K 0.02%
+31
330
$16K 0.02%
+2,709
331
$16K 0.02%
+907
332
$15.8K 0.02%
154
+12
333
$15.8K 0.02%
350
+223
334
$15.7K 0.02%
+402
335
$15.7K 0.02%
+408
336
$15.5K 0.02%
358
-1,139
337
$15.1K 0.02%
312
+207
338
$15K 0.02%
+62
339
$14.9K 0.02%
143
-313
340
$14.7K 0.02%
364
-231
341
$14.7K 0.02%
+10
342
$14.6K 0.02%
70
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343
$14.5K 0.02%
383
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344
$14.3K 0.02%
217
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345
$13.9K 0.02%
51
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346
$13.8K 0.02%
105
-21
347
$13.7K 0.02%
+111
348
$13.4K 0.02%
312
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349
$13.4K 0.02%
167
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350
$13.2K 0.02%
35
-80
12 13
14
15 16