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
251
$218K 0.08%
844
-19
252
$217K 0.08%
1,252
-8
253
$217K 0.08%
+1,294
254
$214K 0.07%
2,362
255
$214K 0.07%
+1,108
256
$212K 0.07%
1,622
-48
257
$210K 0.07%
4,426
-59
258
$210K 0.07%
+2,065
259
$209K 0.07%
4,492
-45
260
$208K 0.07%
739
-20
261
$207K 0.07%
2,238
-32
262
$207K 0.07%
6,292
-1,707
263
$206K 0.07%
+1,396
264
$203K 0.07%
5,054
+718
265
$203K 0.07%
2,271
-57
266
$202K 0.07%
+1,542
267
$202K 0.07%
951
-806
268
$200K 0.07%
3,349
-2,358
269
$172K 0.06%
37,610
-965
270
$157K 0.05%
16,908
271
$150K 0.05%
15,746
+2,265
272
$144K 0.05%
+11,008
273
$128K 0.04%
+28,377
274
$124K 0.04%
21,449
275
$113K 0.04%
25,438
-894
9 10
11
12 13