WTG

West Tower Group Portfolio holdings

AUM $43.5M
1-Year Est. Return 24.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.89%
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 +$4.95M
2 +$2.21M
3 +$2.17M
4
CIVI
Civitas Resources
CIVI
+$2.14M
5
APA icon
APA Corp
APA
+$2.06M

Top Sells

1 +$4.85M
2 +$4.82M
3 +$4.75M
4
BTU icon
Peabody Energy
BTU
+$3.24M
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
101
$88.2K 0.09%
+2,484
102
$88K 0.09%
+735
103
$87.6K 0.09%
+894
104
$87.3K 0.09%
+283
105
$85.2K 0.08%
+700
106
$83.1K 0.08%
+15,000
107
$82.7K 0.08%
+978
108
$82.6K 0.08%
+3,201
109
$82K 0.08%
+3,120
110
$81.6K 0.08%
+424
111
$81.3K 0.08%
+745
112
$81K 0.08%
+847
113
$80.6K 0.08%
+281
114
$79.8K 0.08%
+703
115
$78.5K 0.08%
+3,959
116
$77.8K 0.08%
+1,920
117
$77.4K 0.08%
+1,749
118
$77.2K 0.08%
+1,178
119
$77.1K 0.08%
+1,674
120
$75.5K 0.07%
+1,925
121
$75.3K 0.07%
+1,565
122
$75.2K 0.07%
+2,278
123
$75.1K 0.07%
+810
124
$74.5K 0.07%
+171
125
$74.3K 0.07%
+712