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
$301K
AUM Growth
-$224M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$14.7M
2
+$7.56M
3
+$3.22M
4
UNH icon
UnitedHealth
UNH
+$3.12M
5
XRAY icon
Dentsply Sirona
XRAY
+$2.42M

Top Sells

1
+$25.4M
2
+$7.13M
3
+$6.25M
4
LUMN icon
Lumen
LUMN
+$3.95M
5
PDLI
PDL BioPharma, Inc.
PDLI
+$3.61M

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 1.07%
15,000
27
$3.18K 1.06%
263,787
-116,092
28
$3.06K 1.02%
+29,128
29
$3.02K 1%
117,000
30
$2.96K 0.98%
153,801
31
$2.58K 0.86%
+9,000
32
$2.57K 0.85%
+49,000
33
$2.52K 0.84%
46,765
34
$2.48K 0.83%
+12,100
35
$2.46K 0.82%
+68,525
36
$2.36K 0.78%
+60,000
37
$2.32K 0.77%
+39,000
38
$2.24K 0.74%
+48,000
39
$2.22K 0.74%
143,048
40
$2.22K 0.74%
107,000
41
$2.19K 0.73%
496,399
-40,000
42
$2.17K 0.72%
133,000
43
$2.15K 0.71%
277,529
+466
44
$2.09K 0.69%
+24,000
45
$2.06K 0.69%
+30,200
46
$2.04K 0.68%
+47,000
47
$2.03K 0.68%
+54,000
48
$2.02K 0.67%
+14,800
49
$2.02K 0.67%
+16,600
50
$2.02K 0.67%
58,059
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