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
$101M
AUM Growth
+$64.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$6.39M
2
+$4.85M
3
+$4.75M
4
BTU icon
Peabody Energy
BTU
+$4.68M
5
CVE icon
Cenovus Energy
CVE
+$3.23M

Top Sells

1
+$2.62M
2
+$2.04M
3
+$2.01M
4
FI icon
Fiserv
FI
+$1.97M
5
BXC icon
BlueLinx
BXC
+$1.17M

Sector Composition

1 Energy 38.92%
2 Materials 33.31%
3 Consumer Discretionary 10.36%
4 Industrials 5.77%
5 Technology 4.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$718K 0.71%
41,577
+997
52
$516K 0.51%
40,000
53
$20.5K 0.02%
+500
54
– –
-33,600
55
– –
-40,000
56
– –
-19,510
1 2
3