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
$49.3M
AUM Growth
-$32.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
819
New
Increased
Reduced
Closed

Top Buys

1
+$706K
2
+$610K
3
+$583K
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$557K
5
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$518K

Top Sells

1
+$2.96M
2
+$2.51M
3
+$2.49M
4
OXY icon
Occidental Petroleum
OXY
+$1.98M
5
GPRE icon
Green Plains
GPRE
+$1.96M

Sector Composition

1 Consumer Discretionary 20.04%
2 Technology 12.59%
3 Industrials 11.52%
4 Materials 9.91%
5 Healthcare 9.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$6.46K 0.01%
+29
402
$6.42K 0.01%
+366
403
$6.39K 0.01%
61
-171
404
$6.36K 0.01%
+124
405
$6.35K 0.01%
212
-2,171
406
$6.31K 0.01%
101
-446
407
$6.3K 0.01%
83
-1,183
408
$6.26K 0.01%
176
+36
409
$6.25K 0.01%
216
+92
410
$6.2K 0.01%
+35
411
$6.17K 0.01%
113
+58
412
$6.06K 0.01%
+249
413
$5.96K 0.01%
+75
414
$5.82K 0.01%
+80
415
$5.73K 0.01%
+164
416
$5.66K 0.01%
10
-53
417
$5.57K 0.01%
64
+4
418
$5.57K 0.01%
77
-8
419
$5.54K 0.01%
+81
420
$5.44K 0.01%
19
+7
421
$5.36K 0.01%
+37
422
$5.17K 0.01%
+179
423
$5.08K 0.01%
+33
424
$5.07K 0.01%
77
+8
425
$5.02K 0.01%
+32
15 16
17
18 19