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
176
$51.5K 0.03%
+1,904
177
$51.5K 0.03%
+281
178
$51.4K 0.03%
363
+153
179
$51.2K 0.03%
1,827
+1,634
180
$51.1K 0.03%
+1,541
181
$51.1K 0.03%
+662
182
$50.1K 0.03%
+1,691
183
$49.9K 0.03%
193
+130
184
$49.7K 0.03%
2,968
-2,034
185
$49.4K 0.03%
3,252
+1,555
186
$49.4K 0.03%
+628
187
$49.1K 0.03%
+328
188
$48.7K 0.03%
+1,367
189
$48K 0.03%
883
-682
190
$48K 0.03%
806
+672
191
$47.9K 0.03%
+164
192
$47.4K 0.03%
365
-5,050
193
$47.2K 0.02%
262
+244
194
$47.1K 0.02%
2,428
-337
195
$47.1K 0.02%
302
+90
196
$47.1K 0.02%
620
+197
197
$46.9K 0.02%
+329
198
$46.7K 0.02%
+2,498
199
$46.7K 0.02%
305
+268
200
$46K 0.02%
791
+16
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8
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