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
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$557K
5
XLC icon
State Street Communication Services Select Sector SPDR ETF
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
126
$62.7K 0.13%
+663
127
$62.6K 0.13%
868
-14,734
128
$61.9K 0.13%
+476
129
$60.8K 0.12%
+1,387
130
$60.4K 0.12%
2,008
-1,822
131
$59.7K 0.12%
2,153
-535
132
$59.7K 0.12%
1,561
-255
133
$59.6K 0.12%
+4,053
134
$59.4K 0.12%
1,106
+1,039
135
$59.3K 0.12%
1,429
+1,413
136
$59.1K 0.12%
3,254
+3,103
137
$59.1K 0.12%
1,753
+79
138
$58.7K 0.12%
941
+135
139
$58.4K 0.12%
+627
140
$58.2K 0.12%
1,091
+916
141
$57.6K 0.12%
446
+428
142
$57.1K 0.12%
1,955
+588
143
$57K 0.12%
396
+357
144
$56.9K 0.12%
901
+787
145
$56.5K 0.11%
1,464
+168
146
$56.2K 0.11%
+3,097
147
$56.1K 0.11%
1,664
+176
148
$56K 0.11%
4,076
-4,870
149
$56K 0.11%
1,282
+952
150
$55.5K 0.11%
1,005
+190
4 5
6
7 8