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
526
$3.95K ﹤0.01%
+59
527
$3.93K ﹤0.01%
+60
528
$3.91K ﹤0.01%
+307
529
$3.9K ﹤0.01%
+10
530
$3.89K ﹤0.01%
+33
531
$3.7K ﹤0.01%
+199
532
$3.69K ﹤0.01%
+103
533
$3.65K ﹤0.01%
+108
534
$3.62K ﹤0.01%
+16
535
$3.6K ﹤0.01%
+160
536
$3.46K ﹤0.01%
+18
537
$3.44K ﹤0.01%
+37
538
$3.37K ﹤0.01%
+208
539
$3.37K ﹤0.01%
+90
540
$3.34K ﹤0.01%
+165
541
$3.33K ﹤0.01%
+196
542
$3.26K ﹤0.01%
+79
543
$3.23K ﹤0.01%
+50
544
$3.23K ﹤0.01%
+10
545
$3.21K ﹤0.01%
+50
546
$3.05K ﹤0.01%
+6
547
$2.97K ﹤0.01%
+57
548
$2.85K ﹤0.01%
+80
549
$2.76K ﹤0.01%
+81
550
$2.62K ﹤0.01%
+97
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