WFI

West Family Investments Portfolio holdings

AUM $426M
1-Year Est. Return 33.07%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+33.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$383M
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
379
New
Increased
Reduced
Closed

Top Buys

1
+$8.76M
2
+$4.7M
3
+$4.43M
4
META icon
Meta Platforms (Facebook)
META
+$3.31M
5
AMZN icon
Amazon
AMZN
+$2.73M

Top Sells

1
+$2.18M
2
+$551K
3
+$424K
4
LYB icon
LyondellBasell Industries
LYB
+$256K
5
CARR icon
Carrier Global
CARR
+$222K

Sector Composition

1 Technology 26.96%
2 Financials 12.88%
3 Healthcare 8.52%
4 Communication Services 8.15%
5 Consumer Discretionary 7.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$308K 0.08%
+1,558
252
$307K 0.08%
2,194
+661
253
$302K 0.08%
+5,143
254
$301K 0.08%
1,256
+325
255
$301K 0.08%
+1,793
256
$299K 0.08%
2,835
257
$297K 0.08%
+2,805
258
$296K 0.08%
+1,218
259
$295K 0.08%
+2,927
260
$295K 0.08%
+914
261
$295K 0.08%
+12,282
262
$294K 0.08%
+355
263
$290K 0.08%
+15,601
264
$289K 0.08%
8,876
+2,452
265
$289K 0.08%
8,729
-396
266
$287K 0.07%
+520
267
$282K 0.07%
6,569
+1,313
268
$282K 0.07%
2,189
-161
269
$278K 0.07%
+1,225
270
$274K 0.07%
+4,465
271
$274K 0.07%
21,892
+220
272
$273K 0.07%
796
+44
273
$270K 0.07%
4,683
+942
274
$268K 0.07%
+822
275
$268K 0.07%
26,192
9 10
11
12 13