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
51
$582K 0.42%
29,839
-11,738
52
$570K 0.41%
+11,213
53
$506K 0.36%
+11,460
54
$503K 0.36%
+7,045
55
$489K 0.35%
+2,500
56
$402K 0.29%
+4,950
57
$400K 0.29%
+3,023
58
$396K 0.28%
11,300
-15,900
59
$290K 0.21%
+7,687
60
$283K 0.2%
+3,000
61
$270K 0.19%
+12,628
62
$258K 0.18%
+751
63
$220K 0.16%
+778
64
$199K 0.14%
+1,143
65
$190K 0.14%
+2,385
66
$184K 0.13%
+15,000
67
$167K 0.12%
+232
68
$165K 0.12%
+1,934
69
$161K 0.12%
+1,924
70
$157K 0.11%
+4,618
71
$150K 0.11%
+5,092
72
$146K 0.1%
+2,228
73
$141K 0.1%
+926
74
$140K 0.1%
+3,707
75
$134K 0.1%
+1,150
1 2
3
4 5