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
101
$88.2K 0.06%
+2,484
102
$88K 0.06%
+735
103
$87.6K 0.06%
+894
104
$87.3K 0.06%
+283
105
$85.2K 0.06%
+700
106
$83.1K 0.06%
+15,000
107
$82.7K 0.06%
+978
108
$82.6K 0.06%
+3,201
109
$82K 0.06%
+3,120
110
$81.6K 0.06%
+424
111
$81.3K 0.06%
+745
112
$81K 0.06%
+847
113
$80.6K 0.06%
+281
114
$79.8K 0.06%
+703
115
$78.5K 0.06%
+3,959
116
$77.8K 0.06%
+1,920
117
$77.4K 0.06%
+1,749
118
$77.2K 0.06%
+1,178
119
$77.1K 0.06%
+1,674
120
$75.5K 0.05%
+1,925
121
$75.3K 0.05%
+1,565
122
$75.2K 0.05%
+2,278
123
$75.1K 0.05%
+810
124
$74.5K 0.05%
+171
125
$74.3K 0.05%
+712
3 4
5
6 7