WFI

West Family Investments Portfolio holdings

AUM $383M
1-Year Est. Return 26.07%
This Quarter Est. Return
1 Year Est. Return
+26.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$295M
AUM Growth
+$8.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1 +$588K
2 +$393K
3 +$329K
4
KEYS icon
Keysight
KEYS
+$287K
5
PM icon
Philip Morris
PM
+$285K

Top Sells

1 +$5.18M
2 +$1.87M
3 +$1.42M
4
SILJ icon
Amplify Junior Silver Miners ETF
SILJ
+$1.13M
5
JAMF icon
Jamf
JAMF
+$1.01M

Sector Composition

1 Materials 13.77%
2 Technology 12.75%
3 Healthcare 11.53%
4 Energy 10.89%
5 Financials 7.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
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252
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254
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255
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257
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258
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259
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-133,000
261
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-1,750
265
-2,873
266
-8,083