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
$294M
AUM Growth
-$39.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
307
New
Increased
Reduced
Closed

Top Buys

1
+$1.67M
2
+$1.53M
3
+$1.35M
4
AMZN icon
Amazon
AMZN
+$955K
5
META icon
Meta Platforms (Facebook)
META
+$698K

Top Sells

1
+$10.3M
2
+$9.19M
3
+$7.57M
4
HACK icon
Amplify Cybersecurity ETF
HACK
+$7.55M
5
B
Barrick Mining
B
+$6.1M

Sector Composition

1 Technology 21.11%
2 Healthcare 11.36%
3 Financials 10.21%
4 Communication Services 6.13%
5 Consumer Staples 6.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.77M 0.6%
2,002
+135
27
$1.68M 0.57%
34,500
28
$1.67M 0.57%
35,500
29
$1.64M 0.56%
9,669
+232
30
$1.63M 0.55%
54,572
-1,720
31
$1.6M 0.55%
40,453
+2,705
32
$1.6M 0.54%
5,809
+1,023
33
$1.58M 0.54%
9,719
+1,134
34
$1.57M 0.54%
24,992
+2,986
35
$1.51M 0.51%
12,895
-45,931
36
$1.5M 0.51%
7,235
-31
37
$1.5M 0.51%
7,470
+7
38
$1.47M 0.5%
2,972
-5,494
39
$1.46M 0.5%
4,797
+117
40
$1.43M 0.49%
7,225
+706
41
$1.42M 0.48%
6,211
+315
42
$1.4M 0.48%
433,008
-5,086
43
$1.35M 0.46%
43,160
+20,308
44
$1.33M 0.45%
20,139
+858
45
$1.32M 0.45%
2,926
+7
46
$1.3M 0.44%
24,372
+428
47
$1.29M 0.44%
6,243
+1,158
48
$1.25M 0.43%
1,190
+5
49
$1.24M 0.42%
27,684
+1,940
50
$1.24M 0.42%
2,664
+126
1
2
3 4 5