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
$358M
AUM Growth
+$92.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
386
New
Increased
Reduced
Closed

Top Buys

1
+$86.9M
2
+$11.3M
3
+$6.87M
4
MSFT icon
Microsoft
MSFT
+$5.81M
5
AMZN icon
Amazon
AMZN
+$4.55M

Top Sells

1
+$20.7M
2
+$18M
3
+$16.6M
4
B
Barrick Mining
B
+$12M
5
LUMN icon
Lumen
LUMN
+$11.5M

Sector Composition

1 Materials 35.62%
2 Technology 12.81%
3 Healthcare 9.22%
4 Financials 7.79%
5 Consumer Discretionary 6.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$242K 0.07%
+2,676
277
$242K 0.07%
+4,690
278
$240K 0.07%
+3,516
279
$239K 0.06%
+660
280
$239K 0.06%
+3,546
281
$238K 0.06%
+4,645
282
$238K 0.06%
+447
283
$237K 0.06%
+2,085
284
$236K 0.06%
+2,278
285
$235K 0.06%
+739
286
$234K 0.06%
+1,228
287
$233K 0.06%
+16,029
288
$231K 0.06%
+1,014
289
$229K 0.06%
3,873
-20,272
290
$229K 0.06%
+363
291
$229K 0.06%
+737
292
$227K 0.06%
+3,582
293
$224K 0.06%
+36,055
294
$224K 0.06%
+87,683
295
$223K 0.06%
+567
296
$223K 0.06%
+1,976
297
$222K 0.06%
+2,306
298
$222K 0.06%
+607
299
$220K 0.06%
+3,630
300
$219K 0.06%
3,594
-3,650
10 11
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