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
376
$13.9K 0.01%
+74
377
$13.9K 0.01%
+617
378
$13.7K 0.01%
+481
379
$13.7K 0.01%
+142
380
$13.7K 0.01%
+454
381
$13.5K 0.01%
+102
382
$13.4K 0.01%
+144
383
$13.1K 0.01%
+137
384
$12.9K 0.01%
+144
385
$12.6K 0.01%
+151
386
$12.6K 0.01%
+88
387
$12.5K 0.01%
394
-34,106
388
$12.5K 0.01%
+485
389
$12.5K 0.01%
+24
390
$12.5K 0.01%
+115
391
$12.3K 0.01%
+355
392
$12.3K 0.01%
+233
393
$12.3K 0.01%
+122
394
$12.2K 0.01%
+88
395
$12.2K 0.01%
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396
$12.1K 0.01%
+24
397
$11.9K 0.01%
+29
398
$11.9K 0.01%
+54
399
$11.8K 0.01%
+417
400
$11.7K 0.01%
+302