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
$81.3M
AUM Growth
-$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
856
New
Increased
Reduced
Closed

Top Buys

1
+$2.96M
2
+$2.51M
3
+$2.49M
4
KDP icon
Keurig Dr Pepper
KDP
+$1.64M
5
OSW icon
OneSpaWorld
OSW
+$1.29M

Top Sells

1
+$6.45M
2
+$2.75M
3
+$2.48M
4
APA icon
APA Corp
APA
+$2.35M
5
VAL icon
Valaris
VAL
+$2.32M

Sector Composition

1 Energy 27.02%
2 Materials 14.31%
3 Consumer Discretionary 14.25%
4 Industrials 7.77%
5 Technology 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$72K 0.04%
+534
127
$71.2K 0.04%
672
-478
128
$71.2K 0.04%
2,564
+1,026
129
$70.9K 0.04%
892
+808
130
$68.7K 0.04%
2,894
+2,686
131
$68.4K 0.04%
+1,214
132
$66.6K 0.04%
289
+245
133
$65.9K 0.03%
+2,017
134
$65.5K 0.03%
1,552
-373
135
$64.6K 0.03%
1,816
+1,136
136
$63.6K 0.03%
3,146
-55
137
$63.2K 0.03%
2,610
+1,546
138
$62.4K 0.03%
1,674
+1,434
139
$61.9K 0.03%
+1,799
140
$61.9K 0.03%
+1,887
141
$61.4K 0.03%
2,948
-132,052
142
$61.3K 0.03%
1,211
-127,276
143
$61.2K 0.03%
+5,011
144
$61.1K 0.03%
+368
145
$61K 0.03%
712
+525
146
$60.7K 0.03%
2,688
+871
147
$60.5K 0.03%
+1,114
148
$59.8K 0.03%
2,383
+308
149
$58.2K 0.03%
+296
150
$57.6K 0.03%
1,087
+925
4 5
6
7 8