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
326
$16.6K 0.01%
+278
327
$16.5K 0.01%
156
-8
328
$16.4K 0.01%
168
+100
329
$16.1K 0.01%
+31
330
$16K 0.01%
+2,709
331
$16K 0.01%
+907
332
$15.8K 0.01%
154
+12
333
$15.8K 0.01%
350
+223
334
$15.7K 0.01%
+402
335
$15.7K 0.01%
+408
336
$15.5K 0.01%
358
-1,139
337
$15.1K 0.01%
312
+207
338
$15K 0.01%
+62
339
$14.9K 0.01%
143
-313
340
$14.7K 0.01%
364
-231
341
$14.7K 0.01%
+10
342
$14.6K 0.01%
70
-354
343
$14.5K 0.01%
383
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344
$14.3K 0.01%
217
-535
345
$13.9K 0.01%
51
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346
$13.8K 0.01%
105
-21
347
$13.7K 0.01%
+111
348
$13.4K 0.01%
312
-770
349
$13.4K 0.01%
167
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350
$13.2K 0.01%
35
-80
12 13
14
15 16