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
$101M
AUM Growth
+$64.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$6.39M
2
+$4.85M
3
+$4.75M
4
BTU icon
Peabody Energy
BTU
+$4.68M
5
CVE icon
Cenovus Energy
CVE
+$3.23M

Top Sells

1
+$2.62M
2
+$2.04M
3
+$2.01M
4
FI icon
Fiserv
FI
+$1.97M
5
BXC icon
BlueLinx
BXC
+$1.17M

Sector Composition

1 Energy 38.92%
2 Materials 33.31%
3 Consumer Discretionary 10.36%
4 Industrials 5.77%
5 Technology 4.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.49M 1.48%
+235,000
27
$1.39M 1.38%
79,695
-15,615
28
$1.27M 1.26%
+46,500
29
$1.25M 1.23%
+27,200
30
$1.25M 1.23%
+9,600
31
$1.24M 1.23%
+34,500
32
$1.24M 1.23%
+34,000
33
$1.24M 1.23%
+56,100
34
$1.24M 1.22%
+22,800
35
$1.18M 1.17%
+36,941
36
$1.1M 1.08%
+222,039
37
$1.08M 1.07%
+25,000
38
$1.07M 1.05%
45,300
+6,679
39
$1.03M 1.02%
2,900
+1,600
40
$1.02M 1.01%
18,600
-10,400
41
$1.02M 1.01%
+5,180
42
$1M 0.99%
+30,000
43
$1M 0.99%
71,834
-28,000
44
$1M 0.99%
18,300
-3,400
45
$999K 0.99%
46,220
-94,480
46
$998K 0.99%
+120,000
47
$995K 0.98%
+35,000
48
$918K 0.91%
225,000
+145,000
49
$801K 0.79%
+11,800
50
$741K 0.73%
21,000
-20,000
1
2
3