WTG
West Tower Group Portfolio holdings
AUM
$46.1M
1-Year Return
17.61%
This Quarter Return
+13.68%
1 Year Return
+17.61%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$49.3M
AUM Growth
-$32.1M
(-39%)
Cap. Flow
-$37.4M
Cap. Flow
% of AUM
-75.82%
Top 10 Holdings %
Top 10 Hldgs %
35.39%
Holding
819
New
236
Increased
146
Reduced
101
Closed
323
Top Buys
| 1 |
Real Estate Select Sector SPDR Fund
XLRE
|
+$706K |
| 2 |
Leonardo DRS
DRS
|
+$610K |
| 3 |
Utilities Select Sector SPDR Fund
XLU
|
+$583K |
| 4 |
Consumers Staples Select Sector SPDR Fund
XLP
|
+$557K |
| 5 |
The Communication Services Select Sector SPDR Fund
XLC
|
+$518K |
Top Sells
| 1 |
DO
Diamond Offshore Drilling, Inc.
DO
|
+$2.96M |
| 2 |
Permian Resources
PR
|
+$2.51M |
| 3 |
Seadrill
SDRL
|
+$2.49M |
| 4 |
Occidental Petroleum
OXY
|
+$1.98M |
| 5 |
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% |
