WFI

West Family Investments Portfolio holdings

AUM $426M
1-Year Est. Return 33.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+33.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$377M
AUM Growth
+$19.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
396
New
Increased
Reduced
Closed

Top Buys

1
+$26.8M
2
+$10.6M
3
+$10.6M
4
B
Barrick Mining
B
+$7.05M
5
ELV icon
Elevance Health
ELV
+$3.99M

Top Sells

1
+$1.21M
2
+$813K
3
+$565K
4
RDY icon
Dr. Reddy's Laboratories
RDY
+$548K
5
NEM icon
Newmont
NEM
+$547K

Sector Composition

1 Materials 24.62%
2 Technology 12.84%
3 Healthcare 10.03%
4 Financials 7.59%
5 Communication Services 6.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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