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
151
$54.8K 0.11%
+2,032
152
$54.8K 0.11%
+344
153
$54.5K 0.11%
1,120
+510
154
$54.3K 0.11%
+602
155
$53.5K 0.11%
431
+347
156
$53.1K 0.11%
+608
157
$53K 0.11%
+733
158
$53K 0.11%
376
+231
159
$53K 0.11%
+220
160
$52.4K 0.11%
2,689
+2,621
161
$52.1K 0.11%
+743
162
$52K 0.11%
372
+230
163
$51.6K 0.1%
+2,000
164
$51.5K 0.1%
+166
165
$50.9K 0.1%
310
-206
166
$50.2K 0.1%
+161
167
$50K 0.1%
+5,683
168
$49.8K 0.1%
1,287
+1,022
169
$49.2K 0.1%
264
+75
170
$48.6K 0.1%
+1,173
171
$48.5K 0.1%
518
+301
172
$47.8K 0.1%
+498
173
$47.6K 0.1%
1,370
-513
174
$47.5K 0.1%
484
+454
175
$47.2K 0.1%
+229
5 6
7
8 9