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
176
$56.8K 0.04%
+668
177
$56.7K 0.04%
+1,810
178
$55.8K 0.04%
+667
179
$55.6K 0.04%
+1,140
180
$55.3K 0.04%
+2,001
181
$55.2K 0.04%
+1,169
182
$55K 0.04%
+775
183
$54.8K 0.04%
+505
184
$54.7K 0.04%
+752
185
$54.7K 0.04%
+456
186
$54.7K 0.04%
+510
187
$54.6K 0.04%
+123
188
$54.1K 0.04%
+471
189
$53.4K 0.04%
+405
190
$53.3K 0.04%
+628
191
$53K 0.04%
+601
192
$52.5K 0.04%
+693
193
$52.5K 0.04%
+40
194
$51.9K 0.04%
+2,424
195
$51.3K 0.04%
+851
196
$51.1K 0.04%
+111
197
$50.9K 0.04%
+1,108
198
$50.9K 0.04%
+1,469
199
$50.5K 0.04%
+693
200
$50.5K 0.04%
+463
6 7
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