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
$49.3M
AUM Growth
-$32.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
819
New
Increased
Reduced
Closed

Top Buys

1
+$706K
2
+$610K
3
+$583K
4
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$557K
5
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
+$518K

Top Sells

1
+$2.96M
2
+$2.51M
3
+$2.49M
4
OXY icon
Occidental Petroleum
OXY
+$1.98M
5
GPRE icon
Green Plains
GPRE
+$1.96M

Sector Composition

1 Consumer Discretionary 20.04%
2 Technology 12.59%
3 Industrials 11.52%
4 Materials 9.91%
5 Healthcare 9.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$132K 0.27%
+286
52
$132K 0.27%
+652
53
$132K 0.27%
+758
54
$130K 0.26%
688
+174
55
$129K 0.26%
+50
56
$127K 0.26%
3,538
+3,155
57
$125K 0.25%
5,473
+4,566
58
$123K 0.25%
423
+152
59
$117K 0.24%
2,467
+1,204
60
$117K 0.24%
+2,750
61
$116K 0.24%
3,216
+2,739
62
$115K 0.23%
+280
63
$113K 0.23%
+3,191
64
$108K 0.22%
+464
65
$107K 0.22%
+2,990
66
$106K 0.22%
+1,056
67
$106K 0.22%
301
+82
68
$104K 0.21%
464
+284
69
$101K 0.21%
+1,949
70
$97.2K 0.2%
+269
71
$95.7K 0.19%
756
+84
72
$95.7K 0.19%
2,250
+698
73
$94.9K 0.19%
+1,053
74
$94.4K 0.19%
+186
75
$94.2K 0.19%
+1,424
1 2
3
4 5