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
76
$93.7K 0.19%
+690
77
$93.6K 0.19%
+2,732
78
$92.9K 0.19%
4,656
+3,984
79
$92.4K 0.19%
1,504
+1,194
80
$91.7K 0.19%
+384
81
$91.2K 0.19%
+258
82
$91K 0.18%
+5,358
83
$90.6K 0.18%
+6,356
84
$89.9K 0.18%
+946
85
$89.8K 0.18%
+760
86
$89.3K 0.18%
3,920
+3,675
87
$89K 0.18%
949
+554
88
$87.4K 0.18%
+2,300
89
$87.3K 0.18%
+183
90
$85.1K 0.17%
+4,701
91
$84.3K 0.17%
+956
92
$83.5K 0.17%
289
+173
93
$82.1K 0.17%
967
-919
94
$81.9K 0.17%
+1,737
95
$81.2K 0.16%
333
+140
96
$80.8K 0.16%
+170
97
$79.5K 0.16%
+56
98
$78.5K 0.16%
+482
99
$78.4K 0.16%
2,156
+1,093
100
$78.2K 0.16%
+263
2 3
4
5 6