WFI

West Family Investments Portfolio holdings

AUM $426M
1-Year Est. Return 33.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+33.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$235M
AUM Growth
-$18.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
273
New
Increased
Reduced
Closed

Top Buys

1
+$5.96M
2
+$1.5M
3
+$1.36M
4
BAC icon
Bank of America
BAC
+$734K
5
V icon
Visa
V
+$697K

Top Sells

1
+$5.03M
2
+$1.41M
3
+$1.21M
4
NVDA icon
NVIDIA
NVDA
+$780K
5
CL icon
Colgate-Palmolive
CL
+$578K

Sector Composition

1 Materials 22.42%
2 Healthcare 14.75%
3 Energy 12.63%
4 Technology 12.11%
5 Financials 10.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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