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
$287M
AUM Growth
-$6.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
318
New
Increased
Reduced
Closed

Top Buys

1
+$1.91M
2
+$841K
3
+$416K
4
PLTR icon
Palantir
PLTR
+$376K
5
T icon
AT&T
T
+$357K

Top Sells

1
+$469K
2
+$428K
3
+$402K
4
MSFT icon
Microsoft
MSFT
+$364K
5
NKE icon
Nike
NKE
+$342K

Sector Composition

1 Technology 22.68%
2 Financials 10.32%
3 Healthcare 9.68%
4 Communication Services 6.71%
5 Consumer Discretionary 6.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.75M 0.61%
20,373
-488
27
$1.74M 0.61%
46,235
+5,782
28
$1.62M 0.56%
16,246
-959
29
$1.61M 0.56%
53,802
-770
30
$1.56M 0.54%
10,795
+1,076
31
$1.55M 0.54%
2,949
-23
32
$1.52M 0.53%
17,000
-230
33
$1.51M 0.53%
6,144
-67
34
$1.48M 0.52%
7,375
-95
35
$1.47M 0.51%
34,500
36
$1.47M 0.51%
13,667
+772
37
$1.42M 0.49%
7,038
-197
38
$1.42M 0.49%
9,332
-337
39
$1.42M 0.49%
400,246
-32,762
40
$1.41M 0.49%
4,876
+79
41
$1.41M 0.49%
23,796
-576
42
$1.4M 0.49%
35,500
43
$1.31M 0.46%
2,841
-85
44
$1.3M 0.45%
5,906
-337
45
$1.26M 0.44%
7,095
-130
46
$1.24M 0.43%
19,798
-341
47
$1.21M 0.42%
76,936
+10,811
48
$1.19M 0.42%
37,418
-5,742
49
$1.16M 0.4%
52,804
+1,489
50
$1.14M 0.4%
18,564
-288
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2
3 4 5