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
76
$133K 0.1%
+1,134
77
$127K 0.09%
+175
78
$126K 0.09%
+618
79
$126K 0.09%
+321
80
$125K 0.09%
+368
81
$125K 0.09%
4,000
-17,000
82
$124K 0.09%
+4,108
83
$117K 0.08%
+256
84
$116K 0.08%
+991
85
$114K 0.08%
+3,378
86
$113K 0.08%
+1,142
87
$110K 0.08%
+445
88
$110K 0.08%
+2,304
89
$108K 0.08%
+804
90
$108K 0.08%
+230
91
$107K 0.08%
+5,002
92
$105K 0.07%
+603
93
$99.9K 0.07%
+37
94
$98.8K 0.07%
+2,560
95
$93.1K 0.07%
+759
96
$92.6K 0.07%
+207
97
$91.3K 0.07%
+1,608
98
$90.4K 0.06%
+362
99
$90.1K 0.06%
+947
100
$89.4K 0.06%
+739
2 3
4
5 6