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
476
$5.04K 0.01%
+332
477
$4.96K 0.01%
61
-694
478
$4.96K 0.01%
+354
479
$4.95K 0.01%
95
-198
480
$4.85K 0.01%
+338
481
$4.82K 0.01%
+152
482
$4.74K 0.01%
+210
483
$4.71K 0.01%
+328
484
$4.68K 0.01%
+62
485
$4.62K 0.01%
42
-22
486
$4.47K 0.01%
+101
487
$4.43K 0.01%
+301
488
$4.42K 0.01%
43
-555
489
$4.28K 0.01%
46
-91
490
$4.25K 0.01%
47
+20
491
$4.24K 0.01%
+11
492
$4.23K 0.01%
35
-31
493
$4.21K 0.01%
+83
494
$4.16K 0.01%
140
-652
495
$4.16K 0.01%
58
+31
496
$4.08K 0.01%
186
-1,868
497
$4.05K 0.01%
+264
498
$3.99K ﹤0.01%
+184
499
$3.99K ﹤0.01%
+215
500
$3.97K ﹤0.01%
78
-39
18 19
20
21 22