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
351
$17.2K 0.01%
+92
352
$17.1K 0.01%
+78
353
$17.1K 0.01%
+340
354
$16.9K 0.01%
+508
355
$16.6K 0.01%
+63
356
$16.2K 0.01%
+307
357
$16.1K 0.01%
+655
358
$16K 0.01%
+72
359
$15.9K 0.01%
+243
360
$15.8K 0.01%
+299
361
$15.6K 0.01%
+651
362
$15.6K 0.01%
+234
363
$15.4K 0.01%
+106
364
$15.3K 0.01%
+409
365
$15.2K 0.01%
+709
366
$15.2K 0.01%
+155
367
$15.1K 0.01%
+280
368
$15.1K 0.01%
+512
369
$14.8K 0.01%
+80
370
$14.5K 0.01%
+460
371
$14.3K 0.01%
+792
372
$14.2K 0.01%
+82
373
$14.2K 0.01%
+187
374
$14.1K 0.01%
+557
375
$13.9K 0.01%
+276
13 14
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