WFI

West Family Investments Portfolio holdings

AUM $383M
1-Year Est. Return 26.07%
This Quarter Est. Return
1 Year Est. Return
+26.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$352M
AUM Growth
-$4.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
356
New
Increased
Reduced
Closed

Top Buys

1
+$6.52M
2
+$4.25M
3
+$2.57M
4
CRSP icon
CRISPR Therapeutics
CRSP
+$2.23M
5
ILMN icon
Illumina
ILMN
+$2.15M

Top Sells

1
+$21.5M
2
+$10.7M
3
+$10.6M
4
VT icon
Vanguard Total World Stock ETF
VT
+$1.55M
5
NFLX icon
Netflix
NFLX
+$1.06M

Sector Composition

1 Materials 31.75%
2 Technology 12.76%
3 Healthcare 10.22%
4 Energy 9.04%
5 Financials 8.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.23M 0.63%
+35,500
27
$2.19M 0.62%
63,879
+419
28
$2.15M 0.61%
+6,319
29
$2.13M 0.61%
13,959
+285
30
$2.13M 0.6%
+3,475
31
$2.04M 0.58%
11,290
-191
32
$1.98M 0.56%
57,000
33
$1.95M 0.55%
41,026
-2,588
34
$1.95M 0.55%
16,622
+15,524
35
$1.93M 0.55%
10,896
+2,724
36
$1.87M 0.53%
133,000
37
$1.73M 0.49%
31,208
38
$1.72M 0.49%
4,859
+173
39
$1.68M 0.48%
12,288
+164
40
$1.62M 0.46%
34,500
41
$1.53M 0.44%
9,161
42
$1.53M 0.43%
6,884
+5,260
43
$1.51M 0.43%
15,075
-1,267
44
$1.49M 0.42%
25,936
-143
45
$1.35M 0.38%
4,707
+32
46
$1.34M 0.38%
26,377
-4,699
47
$1.31M 0.37%
5,874
-789
48
$1.28M 0.36%
5,182
+22
49
$1.26M 0.36%
1,811
-17
50
$1.26M 0.36%
15,410
+552
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