WFI

West Family Investments Portfolio holdings

AUM $445M
1-Year Est. Return 29.33%
This Quarter Est. Return
1 Year Est. Return
+29.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$352M
AUM Growth
-$4.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
356
New
Increased
Reduced
Closed

Top Buys

1
+$6.52M
2
+$4.25M
3
+$2.57M
4
CRSP icon
CRISPR Therapeutics
CRSP
+$2.23M
5
ILMN icon
Illumina
ILMN
+$2.15M

Top Sells

1
+$21.5M
2
+$10.7M
3
+$10.6M
4
VT icon
Vanguard Total World Stock ETF
VT
+$1.55M
5
NFLX icon
Netflix
NFLX
+$1.06M

Sector Composition

1 Materials 31.75%
2 Technology 12.76%
3 Healthcare 10.22%
4 Energy 9.04%
5 Financials 8.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$246K 0.07%
17,198
-24,114
227
$244K 0.07%
1,095
-2,717
228
$243K 0.07%
2,131
-13
229
$242K 0.07%
2,351
+38
230
$241K 0.07%
1,121
-28
231
$238K 0.07%
+2,384
232
$238K 0.07%
714
233
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234
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+7,037
235
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2,381
+134
236
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237
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238
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+4,034
239
$230K 0.07%
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240
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+7,180
241
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242
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245
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246
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247
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248
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249
$217K 0.06%
17,134
-571
250
$217K 0.06%
4,858
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10
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