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
401
$8.74K ﹤0.01%
+235
402
$8.5K ﹤0.01%
+151
403
$8.48K ﹤0.01%
+27
404
$8.44K ﹤0.01%
155
+7
405
$8.41K ﹤0.01%
+184
406
$8.4K ﹤0.01%
+129
407
$8.38K ﹤0.01%
501
+302
408
$8.25K ﹤0.01%
+130
409
$8.17K ﹤0.01%
+448
410
$8.17K ﹤0.01%
31
-165
411
$8.13K ﹤0.01%
+90
412
$8.1K ﹤0.01%
378
-83
413
$7.99K ﹤0.01%
20
-57
414
$7.92K ﹤0.01%
142
+92
415
$7.76K ﹤0.01%
+253
416
$7.74K ﹤0.01%
75
+16
417
$7.7K ﹤0.01%
+53
418
$7.69K ﹤0.01%
168
-2,110
419
$7.49K ﹤0.01%
+41
420
$7.46K ﹤0.01%
90
-869
421
$7.46K ﹤0.01%
175
-965
422
$7.2K ﹤0.01%
+351
423
$7.04K ﹤0.01%
+331
424
$7.03K ﹤0.01%
177
+65
425
$6.96K ﹤0.01%
+130
15 16
17
18 19