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
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