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
451
$5.7K ﹤0.01%
+22
452
$5.7K ﹤0.01%
+82
453
$5.63K ﹤0.01%
+369
454
$5.63K ﹤0.01%
119
+72
455
$5.61K ﹤0.01%
+218
456
$5.59K ﹤0.01%
+93
457
$5.52K ﹤0.01%
+184
458
$5.52K ﹤0.01%
+185
459
$5.45K ﹤0.01%
73
-222
460
$5.44K ﹤0.01%
+36
461
$5.39K ﹤0.01%
+157
462
$5.38K ﹤0.01%
+37
463
$5.38K ﹤0.01%
+64
464
$5.36K ﹤0.01%
+31
465
$5.33K ﹤0.01%
+127
466
$5.32K ﹤0.01%
+189
467
$5.31K ﹤0.01%
250
+153
468
$5.24K ﹤0.01%
+39
469
$5.2K ﹤0.01%
269
+73
470
$5.19K ﹤0.01%
+69
471
$5.17K ﹤0.01%
145
+8
472
$5.13K ﹤0.01%
+46
473
$5.09K ﹤0.01%
+24
474
$5.08K ﹤0.01%
+45
475
$5.07K ﹤0.01%
+31
17 18
19
20 21