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
251
$230K 0.08%
+1,150
252
$228K 0.08%
+111
253
$227K 0.08%
5,302
+89
254
$224K 0.08%
3,955
-2
255
$220K 0.07%
1,988
-93
256
$218K 0.07%
2,328
-293
257
$216K 0.07%
+716
258
$216K 0.07%
+832
259
$216K 0.07%
2,434
260
$216K 0.07%
+4,537
261
$215K 0.07%
+1,679
262
$214K 0.07%
+1,335
263
$214K 0.07%
+2,374
264
$214K 0.07%
+1,362
265
$212K 0.07%
1,612
+97
266
$211K 0.07%
+863
267
$211K 0.07%
+2,270
268
$210K 0.07%
+1,349
269
$208K 0.07%
759
+9
270
$207K 0.07%
+1,670
271
$206K 0.07%
+382
272
$204K 0.07%
+3,528
273
$203K 0.07%
+2,525
274
$202K 0.07%
+4,485
275
$202K 0.07%
+3,030
9 10
11
12 13