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
451
$4.03K 0.01%
+69
452
$3.99K 0.01%
19
-12
453
$3.97K 0.01%
+107
454
$3.97K 0.01%
+27
455
$3.94K 0.01%
+168
456
$3.88K 0.01%
+23
457
$3.88K 0.01%
+123
458
$3.87K 0.01%
50
-51
459
$3.84K 0.01%
19
-22
460
$3.81K 0.01%
20
-159
461
$3.79K 0.01%
95
-231
462
$3.69K 0.01%
47
-61
463
$3.68K 0.01%
+48
464
$3.53K 0.01%
32
-58
465
$3.36K 0.01%
+57
466
$3.18K 0.01%
+36
467
$3.17K 0.01%
106
-30
468
$3.15K 0.01%
+137
469
$3.13K 0.01%
+143
470
$3.13K 0.01%
116
-1,684
471
$3.12K 0.01%
+70
472
$3.1K 0.01%
+37
473
$3.1K 0.01%
+44
474
$3.07K 0.01%
+63
475
$3.04K 0.01%
+197
17 18
19
20 21