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
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