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
501
$5.04K ﹤0.01%
+336
502
$5.03K ﹤0.01%
+37
503
$4.93K ﹤0.01%
+112
504
$4.91K ﹤0.01%
+165
505
$4.9K ﹤0.01%
+17
506
$4.86K ﹤0.01%
+81
507
$4.84K ﹤0.01%
+43
508
$4.65K ﹤0.01%
+14
509
$4.6K ﹤0.01%
+153
510
$4.58K ﹤0.01%
+181
511
$4.57K ﹤0.01%
+320
512
$4.52K ﹤0.01%
+11
513
$4.45K ﹤0.01%
+36
514
$4.4K ﹤0.01%
+45
515
$4.37K ﹤0.01%
700
-119,300
516
$4.36K ﹤0.01%
+50
517
$4.23K ﹤0.01%
+36
518
$4.21K ﹤0.01%
+20
519
$4.17K ﹤0.01%
+29
520
$4.11K ﹤0.01%
+25
521
$4.1K ﹤0.01%
+65
522
$4.09K ﹤0.01%
+125
523
$4.07K ﹤0.01%
+124
524
$4.06K ﹤0.01%
+103
525
$4.03K ﹤0.01%
+156
19 20
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