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
$294M
AUM Growth
-$39.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
307
New
Increased
Reduced
Closed

Top Buys

1
+$1.67M
2
+$1.53M
3
+$1.35M
4
AMZN icon
Amazon
AMZN
+$955K
5
META icon
Meta Platforms (Facebook)
META
+$698K

Top Sells

1
+$10.3M
2
+$9.19M
3
+$7.57M
4
HACK icon
Amplify Cybersecurity ETF
HACK
+$7.55M
5
B
Barrick Mining
B
+$6.1M

Sector Composition

1 Technology 21.11%
2 Healthcare 11.36%
3 Financials 10.21%
4 Communication Services 6.13%
5 Consumer Staples 6.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$267K 0.09%
2,323
+121
227
$263K 0.09%
+1,871
228
$262K 0.09%
1,272
+16
229
$260K 0.09%
1,079
+125
230
$259K 0.09%
+2,186
231
$259K 0.09%
249
232
$258K 0.09%
4,022
+9
233
$257K 0.09%
7,915
234
$256K 0.09%
4,702
-461
235
$254K 0.09%
+17,830
236
$253K 0.09%
+1,297
237
$252K 0.09%
+8,032
238
$250K 0.09%
1,260
+130
239
$246K 0.08%
+5,190
240
$244K 0.08%
+2,858
241
$240K 0.08%
+806
242
$239K 0.08%
1,181
-216
243
$237K 0.08%
+5,905
244
$237K 0.08%
+4,336
245
$237K 0.08%
20,256
+3,431
246
$236K 0.08%
+5,780
247
$234K 0.08%
+6,394
248
$234K 0.08%
8,693
-379
249
$233K 0.08%
+3,008
250
$232K 0.08%
2,362
+18
8 9
10
11 12