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
401
$11.7K 0.01%
+76
402
$11.6K 0.01%
+260
403
$11.6K 0.01%
+642
404
$11.5K 0.01%
+286
405
$11.4K 0.01%
+58
406
$11.3K 0.01%
+1,683
407
$11.2K 0.01%
+238
408
$11.2K 0.01%
+75
409
$11.1K 0.01%
+298
410
$11.1K 0.01%
+246
411
$11K 0.01%
+44
412
$10.8K 0.01%
+363
413
$10.7K 0.01%
+323
414
$10.7K 0.01%
+60
415
$10.6K 0.01%
+284
416
$10.5K 0.01%
+381
417
$10.4K 0.01%
+205
418
$10.4K 0.01%
+434
419
$10.3K 0.01%
+461
420
$10.1K 0.01%
+163
421
$10.1K 0.01%
+289
422
$9.96K 0.01%
+148
423
$9.87K 0.01%
+151
424
$9.77K 0.01%
+366
425
$9.71K 0.01%
+153