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
$287M
AUM Growth
-$6.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
318
New
Increased
Reduced
Closed

Top Buys

1
+$1.91M
2
+$841K
3
+$416K
4
PLTR icon
Palantir
PLTR
+$376K
5
T icon
AT&T
T
+$357K

Top Sells

1
+$469K
2
+$428K
3
+$402K
4
MSFT icon
Microsoft
MSFT
+$364K
5
NKE icon
Nike
NKE
+$342K

Sector Composition

1 Technology 22.68%
2 Financials 10.32%
3 Healthcare 9.68%
4 Communication Services 6.71%
5 Consumer Discretionary 6.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$252K 0.09%
6,022
-651
227
$251K 0.09%
+408
228
$248K 0.09%
5,550
229
$247K 0.09%
1,400
-14
230
$239K 0.08%
+7,625
231
$239K 0.08%
3,500
-44
232
$237K 0.08%
2,172
-151
233
$237K 0.08%
3,308
-2,684
234
$237K 0.08%
+3,188
235
$235K 0.08%
6,273
-1,038
236
$234K 0.08%
+8,538
237
$234K 0.08%
+2,474
238
$234K 0.08%
1,975
-13
239
$234K 0.08%
3,966
-56
240
$233K 0.08%
1,452
-459
241
$233K 0.08%
2,948
-60
242
$232K 0.08%
1,272
243
$231K 0.08%
+6,039
244
$230K 0.08%
+673
245
$229K 0.08%
789
-17
246
$228K 0.08%
5,256
-46
247
$227K 0.08%
3,873
-82
248
$221K 0.08%
2,277
-97
249
$220K 0.08%
33,724
-7,753
250
$219K 0.08%
5,160
-1,418
8 9
10
11 12