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
376
$10.5K 0.01%
+265
377
$10.4K 0.01%
349
-68
378
$10.4K 0.01%
71
+6
379
$10.4K 0.01%
85
-223
380
$10.3K 0.01%
326
-128
381
$10.2K 0.01%
+96
382
$10.2K 0.01%
+216
383
$10.1K 0.01%
+22
384
$10K 0.01%
+461
385
$9.88K 0.01%
442
-1,539
386
$9.78K 0.01%
171
-1,053
387
$9.77K 0.01%
+134
388
$9.74K 0.01%
84
+48
389
$9.71K 0.01%
+124
390
$9.71K 0.01%
+325
391
$9.56K 0.01%
+120
392
$9.53K 0.01%
165
+2
393
$9.48K 0.01%
342
+251
394
$9.41K 0.01%
209
-75
395
$9.28K ﹤0.01%
+158
396
$9.06K ﹤0.01%
+269
397
$8.94K ﹤0.01%
+108
398
$8.9K ﹤0.01%
87
-526
399
$8.83K ﹤0.01%
+88
400
$8.75K ﹤0.01%
74
-58
14 15
16
17 18