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
326
$13.7K 0.03%
+111
327
$13.3K 0.03%
+70
328
$13.2K 0.03%
+123
329
$13.2K 0.03%
103
-56
330
$13.1K 0.03%
+548
331
$13.1K 0.03%
+160
332
$13K 0.03%
+829
333
$12.9K 0.03%
776
+512
334
$12.6K 0.03%
+387
335
$12.3K 0.02%
+54
336
$12.2K 0.02%
+58
337
$12.1K 0.02%
531
+153
338
$12.1K 0.02%
+381
339
$12.1K 0.02%
53
-2,399
340
$12.1K 0.02%
203
-6
341
$12K 0.02%
192
+41
342
$12K 0.02%
129
-1,020
343
$11.9K 0.02%
+69
344
$11.9K 0.02%
+206
345
$11.7K 0.02%
235
-430
346
$11.4K 0.02%
58
-116
347
$11K 0.02%
+126
348
$10.8K 0.02%
+133
349
$10.8K 0.02%
153
-299
350
$10.7K 0.02%
+364
12 13
14
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