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
426
$4.97K 0.01%
197
-2,231
427
$4.83K 0.01%
28
+6
428
$4.75K 0.01%
+39
429
$4.71K 0.01%
47
+9
430
$4.49K 0.01%
17
-59
431
$4.47K 0.01%
53
-20
432
$4.4K 0.01%
31
-375
433
$4.39K 0.01%
+88
434
$4.38K 0.01%
+90
435
$4.37K 0.01%
+47
436
$4.35K 0.01%
+136
437
$4.33K 0.01%
188
+2
438
$4.29K 0.01%
26
+15
439
$4.2K 0.01%
+69
440
$4.19K 0.01%
239
+98
441
$4.16K 0.01%
+131
442
$4.13K 0.01%
49
-379
443
$4.13K 0.01%
+140
444
$4.13K 0.01%
+76
445
$4.11K 0.01%
15
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446
$4.1K 0.01%
+54
447
$4.1K 0.01%
35
+14
448
$4.09K 0.01%
26
-276
449
$4.04K 0.01%
+66
450
$4.03K 0.01%
+261
16 17
18
19 20