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
$358M
AUM Growth
+$92.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
386
New
Increased
Reduced
Closed

Top Buys

1
+$86.9M
2
+$11.3M
3
+$6.87M
4
MSFT icon
Microsoft
MSFT
+$5.81M
5
AMZN icon
Amazon
AMZN
+$4.55M

Top Sells

1
+$20.7M
2
+$18M
3
+$16.6M
4
B
Barrick Mining
B
+$12M
5
LUMN icon
Lumen
LUMN
+$11.5M

Sector Composition

1 Materials 35.62%
2 Technology 12.81%
3 Healthcare 9.22%
4 Financials 7.79%
5 Consumer Discretionary 6.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$267K 0.07%
+3,647
252
$266K 0.07%
+6,510
253
$266K 0.07%
+1,130
254
$264K 0.07%
+25,158
255
$262K 0.07%
+4,598
256
$261K 0.07%
+5,478
257
$259K 0.07%
+10,613
258
$259K 0.07%
+5,096
259
$258K 0.07%
+4,361
260
$257K 0.07%
+3,079
261
$256K 0.07%
+891
262
$256K 0.07%
+12,616
263
$255K 0.07%
+318
264
$254K 0.07%
+1,599
265
$254K 0.07%
+6,100
266
$253K 0.07%
+905
267
$249K 0.07%
+1,211
268
$249K 0.07%
+2,083
269
$247K 0.07%
+18,626
270
$247K 0.07%
+381
271
$246K 0.07%
6,622
+6,453
272
$245K 0.07%
+6,909
273
$244K 0.07%
11,777
-578,553
274
$243K 0.07%
+527
275
$243K 0.07%
+4,376
9 10
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