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
426
$6.95K 0.01%
+21
427
$6.88K 0.01%
+634
428
$6.71K 0.01%
+211
429
$6.7K 0.01%
18
-149
430
$6.62K 0.01%
+316
431
$6.57K 0.01%
120
-562
432
$6.51K 0.01%
152
-1,606
433
$6.42K 0.01%
+101
434
$6.4K 0.01%
+94
435
$6.21K 0.01%
+241
436
$6.18K 0.01%
210
-2,214
437
$6.15K 0.01%
+138
438
$6.12K 0.01%
248
+18
439
$6.05K 0.01%
114
+3
440
$6.05K 0.01%
+114
441
$5.98K 0.01%
272
+112
442
$5.98K 0.01%
+93
443
$5.91K 0.01%
+323
444
$5.91K 0.01%
25
-100
445
$5.89K 0.01%
+420
446
$5.88K 0.01%
217
+61
447
$5.82K 0.01%
+85
448
$5.8K 0.01%
314
+82
449
$5.78K 0.01%
+245
450
$5.73K 0.01%
55
-573
16 17
18
19 20