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
201
$50.3K 0.04%
+230
202
$49.3K 0.04%
+1,082
203
$49.2K 0.04%
+876
204
$48.9K 0.03%
+1,294
205
$48.9K 0.03%
+2,423
206
$48.3K 0.03%
+106
207
$47.8K 0.03%
+222
208
$47.6K 0.03%
+1,880
209
$47.1K 0.03%
+1,100
210
$47.1K 0.03%
+180
211
$46.8K 0.03%
+735
212
$46.7K 0.03%
+876
213
$46.6K 0.03%
+115
214
$46.4K 0.03%
+376
215
$46.2K 0.03%
+191
216
$46K 0.03%
+187
217
$45K 0.03%
+2,054
218
$45K 0.03%
+659
219
$45K 0.03%
+413
220
$44.8K 0.03%
+1,538
221
$44.6K 0.03%
+551
222
$44.5K 0.03%
+485
223
$43.9K 0.03%
+163
224
$43.7K 0.03%
+539
225
$43.7K 0.03%
+363
7 8
9
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