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
26
$1.2M 0.86%
+104,259
27
$1.19M 0.85%
+3,981
28
$1.17M 0.84%
44,020
-2,200
29
$1.16M 0.83%
+16,239
30
$1.14M 0.82%
+19,437
31
$1.13M 0.81%
2,713
-187
32
$1.12M 0.8%
234,978
+12,939
33
$1.09M 0.78%
16,724
-1,876
34
$1.06M 0.75%
11,077
-3,923
35
$1.03M 0.73%
+25,658
36
$1.03M 0.73%
+23,000
37
$852K 0.61%
+12,319
38
$839K 0.6%
66,834
-5,000
39
$835K 0.6%
+6,480
40
$806K 0.58%
+55,300
41
$803K 0.57%
+5,415
42
$788K 0.56%
36,400
-146,300
43
$759K 0.54%
26,116
-29,884
44
$620K 0.44%
+14,535
45
$615K 0.44%
5,362
-4,238
46
$608K 0.43%
+107,600
47
$600K 0.43%
+12,000
48
$596K 0.43%
+11,600
49
$595K 0.42%
44,300
-138,966
50
$593K 0.42%
17,466
-132,734
1
2
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