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
$254M
AUM Growth
-$98.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
323
New
Increased
Reduced
Closed

Top Buys

1
+$5.11M
2
+$2.48M
3
+$1.95M
4
FCX icon
Freeport-McMoran
FCX
+$1.82M
5
LESL icon
Leslie's
LESL
+$1.69M

Top Sells

1
+$9.19M
2
+$1.89M
3
+$1.72M
4
BHP icon
BHP
BHP
+$1.22M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.21M

Sector Composition

1 Materials 23.73%
2 Healthcare 15.67%
3 Technology 12.31%
4 Energy 11.16%
5 Financials 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.98M 0.78%
18,322
+1,700
27
$1.97M 0.78%
67,437
+62,186
28
$1.97M 0.78%
3,475
29
$1.89M 0.74%
13,132
-827
30
$1.87M 0.74%
133,000
31
$1.69M 0.66%
+5,550
32
$1.66M 0.65%
463,352
-376
33
$1.62M 0.64%
17,714
+2,639
34
$1.56M 0.61%
27,984
-3,224
35
$1.55M 0.61%
9,332
+171
36
$1.5M 0.59%
4,640
-67
37
$1.5M 0.59%
42,430
+1,404
38
$1.44M 0.57%
15,802
+392
39
$1.41M 0.56%
57,000
40
$1.35M 0.53%
12,207
-81
41
$1.19M 0.47%
25,042
-894
42
$1.17M 0.46%
4,736
-446
43
$1.17M 0.46%
22,222
-899
44
$1.14M 0.45%
7,362
-3,928
45
$1.14M 0.45%
7,420
46
$1.11M 0.44%
9,848
+7,379
47
$1.1M 0.44%
34,500
48
$1.08M 0.43%
4,827
-1,986
49
$1.06M 0.42%
5,919
-400
50
$1.06M 0.42%
26,118
+3,552
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