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
101
$78.2K 0.16%
+1,792
102
$77.3K 0.16%
+433
103
$76.9K 0.16%
1,336
+1,110
104
$76.4K 0.16%
1,900
-1,199
105
$76K 0.15%
3,572
+3,354
106
$74.1K 0.15%
2,895
-380
107
$74K 0.15%
1,794
-912
108
$73.7K 0.15%
1,037
+239
109
$73.1K 0.15%
+9,747
110
$73K 0.15%
+1,671
111
$72.7K 0.15%
945
-1,284
112
$71.6K 0.15%
2,197
-1,053
113
$69.8K 0.14%
802
+140
114
$69.7K 0.14%
553
+507
115
$68.8K 0.14%
+1,580
116
$67.1K 0.14%
934
+894
117
$66.9K 0.14%
+5,616
118
$66.3K 0.13%
1,457
+1,033
119
$64.6K 0.13%
1,060
-411
120
$64.4K 0.13%
+2,468
121
$64.1K 0.13%
2,339
+1,930
122
$64.1K 0.13%
683
+358
123
$63.2K 0.13%
+135
124
$62.8K 0.13%
+2,621
125
$62.7K 0.13%
229
+117
3 4
5
6 7