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
$81.3M
AUM Growth
-$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
856
New
Increased
Reduced
Closed

Top Buys

1
+$2.96M
2
+$2.51M
3
+$2.49M
4
KDP icon
Keurig Dr Pepper
KDP
+$1.64M
5
OSW icon
OneSpaWorld
OSW
+$1.29M

Top Sells

1
+$6.45M
2
+$2.75M
3
+$2.48M
4
APA icon
APA Corp
APA
+$2.35M
5
VAL icon
Valaris
VAL
+$2.32M

Sector Composition

1 Energy 27.02%
2 Materials 14.31%
3 Consumer Discretionary 14.25%
4 Industrials 7.77%
5 Technology 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$3.17K ﹤0.01%
+69
527
$3.16K ﹤0.01%
23
-23
528
$3.13K ﹤0.01%
+42
529
$2.99K ﹤0.01%
14
-166
530
$2.97K ﹤0.01%
+98
531
$2.95K ﹤0.01%
+40
532
$2.89K ﹤0.01%
+24
533
$2.88K ﹤0.01%
+150
534
$2.86K ﹤0.01%
+84
535
$2.84K ﹤0.01%
+51
536
$2.83K ﹤0.01%
+68
537
$2.81K ﹤0.01%
+12
538
$2.78K ﹤0.01%
+210
539
$2.69K ﹤0.01%
+179
540
$2.59K ﹤0.01%
+30
541
$2.57K ﹤0.01%
137
-107
542
$2.53K ﹤0.01%
114
-443
543
$2.48K ﹤0.01%
+141
544
$2.42K ﹤0.01%
+151
545
$2.36K ﹤0.01%
+63
546
$2.32K ﹤0.01%
+185
547
$2.31K ﹤0.01%
+55
548
$2.3K ﹤0.01%
72
+17
549
$2.29K ﹤0.01%
+74
550
$2.27K ﹤0.01%
+97
20 21
22
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