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
276
$267K 0.07%
+4,925
277
$263K 0.07%
+360
278
$263K 0.07%
902
+127
279
$262K 0.07%
+2,762
280
$262K 0.07%
+928
281
$261K 0.07%
9,063
+1,379
282
$260K 0.07%
+1,015
283
$260K 0.07%
+964
284
$259K 0.07%
+249
285
$259K 0.07%
+1,391
286
$257K 0.07%
11,832
-2,410
287
$257K 0.07%
+1,151
288
$257K 0.07%
+1,753
289
$256K 0.07%
+2,464
290
$255K 0.07%
+1,462
291
$254K 0.07%
2,785
+391
292
$253K 0.07%
+2,405
293
$253K 0.07%
24,664
+740
294
$253K 0.07%
+540
295
$251K 0.07%
+5,789
296
$249K 0.07%
+5,219
297
$247K 0.06%
+2,753
298
$246K 0.06%
2,783
+621
299
$244K 0.06%
+2,659
300
$243K 0.06%
2,033
-784
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