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
$301K
AUM Growth
-$224M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$13.3K
2
+$8.19K
3
+$3.37K
4
UNH icon
UnitedHealth
UNH
+$3.26K
5
SPHR icon
Sphere Entertainment
SPHR
+$3.06K

Top Sells

1
+$7.13M
2
+$3.61M
3
+$2.77M
4
TAT
TransAtlantic Petroleum LTD.
TAT
+$628K
5
MOV icon
Movado Group
MOV
+$249K

Sector Composition

1 Real Estate 15.27%
2 Energy 15.24%
3 Financials 14.87%
4 Materials 12.28%
5 Consumer Discretionary 10.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.21K 0.98%
15,000
27
$3.18K 0.97%
263,787
-116,092
28
$3.06K 0.93%
+29,128
29
$3.02K 0.92%
117,000
30
$2.96K 0.9%
153,801
31
$2.58K 0.79%
+9,000
32
$2.57K 0.78%
+49,000
33
$2.52K 0.77%
46,765
34
$2.48K 0.76%
+12,100
35
$2.46K 0.75%
+68,525
36
$2.36K 0.72%
+60,000
37
$2.32K 0.71%
+39,000
38
$2.24K 0.68%
+48,000
39
$2.22K 0.68%
143,048
40
$2.22K 0.68%
107,000
41
$2.19K 0.67%
496,399
-40,000
42
$2.17K 0.66%
133,000
43
$2.15K 0.65%
277,529
+466
44
$2.09K 0.64%
+24,000
45
$2.06K 0.63%
+30,200
46
$2.04K 0.62%
+47,000
47
$2.03K 0.62%
+54,000
48
$2.02K 0.62%
+14,800
49
$2.02K 0.62%
+16,600
50
$2.02K 0.61%
58,059
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