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
201
$40.8K 0.08%
1,055
+51
202
$40.4K 0.08%
101
+66
203
$40.4K 0.08%
+3,312
204
$40.3K 0.08%
+727
205
$39.4K 0.08%
+587
206
$39.4K 0.08%
677
-148
207
$39.2K 0.08%
+452
208
$39K 0.08%
760
+448
209
$38.9K 0.08%
995
-539
210
$38.6K 0.08%
+2,268
211
$38.2K 0.08%
+916
212
$37.8K 0.08%
350
-595
213
$37.5K 0.08%
1,630
-868
214
$37.4K 0.08%
+222
215
$37.2K 0.08%
+1,148
216
$36.9K 0.08%
589
-294
217
$36.9K 0.07%
779
-500
218
$36.8K 0.07%
1,743
+1,295
219
$36.2K 0.07%
1,230
+1,045
220
$35.8K 0.07%
512
-115
221
$35.6K 0.07%
713
+529
222
$35.1K 0.07%
790
-119
223
$35K 0.07%
+424
224
$35K 0.07%
537
+176
225
$34.9K 0.07%
+74
7 8
9
10 11