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
351
$13.1K 0.01%
+102
352
$13K 0.01%
320
-1,080
353
$12.9K 0.01%
+119
354
$12.7K 0.01%
752
+97
355
$12.6K 0.01%
109
-254
356
$12.6K 0.01%
138
+95
357
$12.4K 0.01%
+409
358
$12.3K 0.01%
+330
359
$12.2K 0.01%
+672
360
$12.1K 0.01%
+137
361
$12.1K 0.01%
351
+86
362
$12K 0.01%
+87
363
$12K 0.01%
125
+78
364
$12K 0.01%
72
-10
365
$12K 0.01%
39
-244
366
$12K 0.01%
580
+146
367
$11.9K 0.01%
+359
368
$11.8K 0.01%
214
+63
369
$11.6K 0.01%
+226
370
$11.5K 0.01%
544
-1,056
371
$11.4K 0.01%
189
+92
372
$11.3K 0.01%
458
-662
373
$11.1K 0.01%
+61
374
$11K 0.01%
+299
375
$10.6K 0.01%
+644
13 14
15
16 17