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
$102M
AUM Growth
+$988K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
592
New
Increased
Reduced
Closed

Top Buys

1
+$5.31M
2
+$2.28M
3
+$2.16M
4
CIVI icon
Civitas Resources
CIVI
+$2.15M
5
APA icon
APA Corp
APA
+$2.02M

Top Sells

1
+$4.85M
2
+$4.75M
3
+$4.5M
4
BTU icon
Peabody Energy
BTU
+$3.17M
5
SU icon
Suncor Energy
SU
+$2.89M

Sector Composition

1 Energy 31.75%
2 Materials 19.17%
3 Consumer Discretionary 12.43%
4 Industrials 8.86%
5 Technology 8.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$7.87K 0.01%
+68
452
$7.74K 0.01%
+134
453
$7.66K 0.01%
+140
454
$7.58K 0.01%
+522
455
$7.57K 0.01%
+102
456
$7.53K 0.01%
+63
457
$7.52K 0.01%
+862
458
$7.51K 0.01%
+146
459
$7.33K 0.01%
+25
460
$7.24K 0.01%
+64
461
$7.16K 0.01%
+24
462
$7.14K 0.01%
+228
463
$7.06K 0.01%
+115
464
$7.01K 0.01%
+58
465
$6.96K 0.01%
+122
466
$6.9K ﹤0.01%
+65
467
$6.85K ﹤0.01%
+348
468
$6.78K ﹤0.01%
+127
469
$6.73K ﹤0.01%
+105
470
$6.73K ﹤0.01%
+46
471
$6.69K ﹤0.01%
+131
472
$6.62K ﹤0.01%
+227
473
$6.61K ﹤0.01%
+19
474
$6.57K ﹤0.01%
+84
475
$6.52K ﹤0.01%
+111
17 18
19
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