WTG

West Tower Group Portfolio holdings

AUM $43.5M
1-Year Est. Return 24.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.89%
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
+$3.07M
2
+$2.59M
3
+$2.26M
4
KDP icon
Keurig Dr Pepper
KDP
+$1.71M
5
OSW icon
OneSpaWorld
OSW
+$1.34M

Top Sells

1
+$6.49M
2
+$2.52M
3
+$2.48M
4
APA icon
APA Corp
APA
+$2.35M
5
OVV icon
Ovintiv
OVV
+$2.28M

Sector Composition

1 Energy 27.02%
2 Materials 14.31%
3 Consumer Discretionary 14.25%
4 Industrials 7.84%
5 Technology 7.26%
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%
270
-2,607
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