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
$357M
AUM Growth
-$20.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
377
New
Increased
Reduced
Closed

Top Buys

1 +$5.43M
2 +$3.17M
3 +$2.49M
4
VZ icon
Verizon
VZ
+$917K
5
BABA icon
Alibaba
BABA
+$747K

Top Sells

1 +$9.3M
2 +$5.81M
3 +$4.41M
4
LNW
Light & Wonder
LNW
+$2.24M
5
TSM icon
TSMC
TSM
+$2.12M

Sector Composition

1 Materials 24.2%
2 Technology 13.68%
3 Healthcare 9.24%
4 Financials 7.64%
5 Energy 6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
-24,816
377
-4,675