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
$101M
AUM Growth
+$64.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$6.39M
2
+$4.85M
3
+$4.75M
4
BTU icon
Peabody Energy
BTU
+$4.68M
5
CVE icon
Cenovus Energy
CVE
+$3.23M

Top Sells

1
+$2.62M
2
+$2.04M
3
+$2.01M
4
FI icon
Fiserv
FI
+$1.97M
5
BXC icon
BlueLinx
BXC
+$1.17M

Sector Composition

1 Energy 38.92%
2 Materials 33.31%
3 Consumer Discretionary 10.36%
4 Industrials 5.77%
5 Technology 4.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.39M 6.31%
+150,200
2
$4.85M 4.79%
+36,000
3
$4.75M 4.69%
+36,100
4
$4.68M 4.62%
+182,700
5
$3.81M 3.77%
146,201
-100,400
6
$3.79M 3.74%
122,359
-2,784
7
$3.23M 3.19%
+184,800
8
$2.89M 2.86%
+183,266
9
$2.89M 2.85%
+93,000
10
$2.84M 2.8%
26,900
-19,000
11
$2.78M 2.74%
+150,000
12
$2.58M 2.55%
+220,700
13
$2.52M 2.49%
+614,400
14
$2.45M 2.42%
+133,600
15
$2.44M 2.41%
+14,200
16
$2.4M 2.37%
35,347
-17,252
17
$2.31M 2.28%
+33,700
18
$2.31M 2.28%
+100,000
19
$2.13M 2.11%
+75,000
20
$2.04M 2.02%
59,968
-14,189
21
$1.99M 1.97%
646,363
+19,509
22
$1.71M 1.69%
+56,000
23
$1.59M 1.57%
+24,500
24
$1.54M 1.52%
+35,000
25
$1.52M 1.5%
+15,000
1
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