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
251
$217K 0.06%
642
-56
252
$216K 0.06%
4,348
-161
253
$215K 0.06%
1,164
+97
254
$213K 0.06%
1,800
+115
255
$212K 0.06%
3,794
256
$212K 0.06%
3,527
-945
257
$212K 0.06%
+2,744
258
$211K 0.06%
2,661
-2,092
259
$210K 0.06%
1,769
260
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2,709
-1,643
261
$210K 0.06%
960
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262
$209K 0.06%
+1,632
263
$209K 0.06%
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264
$209K 0.06%
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265
$208K 0.06%
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266
$207K 0.06%
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267
$207K 0.06%
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$206K 0.06%
452
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270
$202K 0.06%
35,491
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271
$202K 0.06%
3,668
272
$200K 0.06%
461
273
$199K 0.06%
36,767
-5,337
274
$197K 0.06%
81,755
+5,124
275
$195K 0.06%
+24,877
9 10
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