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
301
$242K 0.06%
6,481
+33
302
$242K 0.06%
121
+10
303
$242K 0.06%
+7,986
304
$240K 0.06%
+4,128
305
$240K 0.06%
+2,094
306
$239K 0.06%
+829
307
$237K 0.06%
+156
308
$237K 0.06%
+1,087
309
$235K 0.06%
2,434
310
$235K 0.06%
+3,167
311
$235K 0.06%
+613
312
$233K 0.06%
38,446
+13,649
313
$232K 0.06%
+391
314
$231K 0.06%
+2,199
315
$231K 0.06%
5,792
+60
316
$230K 0.06%
6,810
-2,724
317
$229K 0.06%
+3,982
318
$229K 0.06%
1,410
+10
319
$227K 0.06%
106,391
+2,891
320
$223K 0.06%
+4,531
321
$222K 0.06%
+2,594
322
$222K 0.06%
+4,796
323
$220K 0.06%
+2,238
324
$220K 0.06%
+12,286
325
$219K 0.06%
+1,177
11 12
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