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
501
$3.9K ﹤0.01%
+146
502
$3.86K ﹤0.01%
+25
503
$3.79K ﹤0.01%
+26
504
$3.75K ﹤0.01%
+182
505
$3.74K ﹤0.01%
+44
506
$3.69K ﹤0.01%
133
+25
507
$3.67K ﹤0.01%
60
+36
508
$3.65K ﹤0.01%
50
-15
509
$3.65K ﹤0.01%
+223
510
$3.56K ﹤0.01%
97
+17
511
$3.52K ﹤0.01%
+124
512
$3.49K ﹤0.01%
+89
513
$3.48K ﹤0.01%
+114
514
$3.48K ﹤0.01%
+38
515
$3.43K ﹤0.01%
69
-29
516
$3.41K ﹤0.01%
+136
517
$3.4K ﹤0.01%
22
-84
518
$3.39K ﹤0.01%
+69
519
$3.38K ﹤0.01%
+67
520
$3.34K ﹤0.01%
+116
521
$3.28K ﹤0.01%
+203
522
$3.26K ﹤0.01%
+32
523
$3.22K ﹤0.01%
+203
524
$3.19K ﹤0.01%
117
-3,991
525
$3.18K ﹤0.01%
+54
19 20
21
22 23