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
Consumers Staples Select Sector SPDR Fund
XLP
+$557K
5
XLC icon
The Communication Services Select Sector SPDR Fund
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
26
$497K 1.01%
3,380
+1,958
27
$456K 0.93%
32,365
-8,662
28
$454K 0.92%
+22,000
29
$438K 0.89%
8,281
-124
30
$416K 0.84%
16,493
-77,794
31
$412K 0.84%
+1,005
32
$368K 0.75%
95,762
-244,027
33
$331K 0.67%
+18,549
34
$293K 0.59%
9,100
+9,028
35
$249K 0.51%
+22,100
36
$242K 0.49%
+2,826
37
$237K 0.48%
4,515
-3,293
38
$197K 0.4%
+5,464
39
$197K 0.4%
+20,124
40
$182K 0.37%
+12,000
41
$177K 0.36%
303
+136
42
$173K 0.35%
+31,427
43
$162K 0.33%
+184
44
$160K 0.32%
+1,090
45
$159K 0.32%
+17,058
46
$148K 0.3%
+2,340
47
$143K 0.29%
+313
48
$135K 0.27%
599
+529
49
$135K 0.27%
4,310
+1,164
50
$135K 0.27%
+30,100
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