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
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