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
151
$64K 0.05%
+330
152
$63.6K 0.05%
+167
153
$63.5K 0.05%
+458
154
$63.1K 0.05%
+129
155
$62.7K 0.04%
+330
156
$62.6K 0.04%
+1,480
157
$62.5K 0.04%
+713
158
$62.2K 0.04%
+1,906
159
$61.9K 0.04%
+1,400
160
$61.6K 0.04%
+1,085
161
$61.5K 0.04%
+2,075
162
$60.4K 0.04%
+2,355
163
$59.7K 0.04%
+613
164
$59.2K 0.04%
+1,463
165
$58.9K 0.04%
+596
166
$58.9K 0.04%
+2,888
167
$58.6K 0.04%
+250
168
$58.4K 0.04%
+248
169
$58.1K 0.04%
+959
170
$57.7K 0.04%
+144
171
$57.3K 0.04%
+682
172
$57.3K 0.04%
+875
173
$57.2K 0.04%
+196
174
$57K 0.04%
+470
175
$57K 0.04%
+200
5 6
7
8 9