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
176
$47.2K 0.1%
660
+38
177
$47K 0.1%
1,103
+761
178
$47K 0.1%
+339
179
$46.9K 0.1%
+163
180
$46.5K 0.09%
+1,497
181
$46.4K 0.09%
+641
182
$46K 0.09%
+963
183
$45.6K 0.09%
1,768
+77
184
$45.4K 0.09%
480
-412
185
$45.2K 0.09%
+512
186
$45.1K 0.09%
+1,618
187
$44.9K 0.09%
+940
188
$44.9K 0.09%
+1,571
189
$44.7K 0.09%
638
-30
190
$44.7K 0.09%
+443
191
$44.2K 0.09%
1,179
+854
192
$43.8K 0.09%
345
-128
193
$42.9K 0.09%
1,783
+1,467
194
$42.9K 0.09%
+559
195
$42.5K 0.09%
+2,950
196
$42.1K 0.09%
1,211
+958
197
$41.7K 0.08%
+1,138
198
$41.6K 0.08%
1,140
+738
199
$41.4K 0.08%
846
+81
200
$41.3K 0.08%
253
+217
6 7
8
9 10