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
351
$10.7K 0.02%
+278
352
$10.7K 0.02%
465
-115
353
$10.7K 0.02%
+165
354
$10.5K 0.02%
161
-117
355
$10.5K 0.02%
+389
356
$10.3K 0.02%
+52
357
$10.3K 0.02%
95
+7
358
$9.96K 0.02%
+110
359
$9.82K 0.02%
+227
360
$9.67K 0.02%
346
+32
361
$9.58K 0.02%
+32
362
$9.13K 0.02%
+214
363
$9.1K 0.02%
136
+105
364
$9.02K 0.02%
136
+86
365
$9K 0.02%
114
-6
366
$8.97K 0.02%
+421
367
$8.48K 0.02%
222
+108
368
$8.41K 0.02%
+47
369
$8.39K 0.02%
+134
370
$8.38K 0.02%
+442
371
$8.28K 0.02%
351
+201
372
$8.27K 0.02%
+517
373
$8.16K 0.02%
408
+198
374
$8.12K 0.02%
428
-1,503
375
$8.1K 0.02%
25
-2
13 14
15
16 17