WFI

West Family Investments Portfolio holdings

AUM $426M
1-Year Est. Return 33.07%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+33.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$383M
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
379
New
Increased
Reduced
Closed

Top Buys

1
+$8.76M
2
+$4.7M
3
+$4.43M
4
META icon
Meta Platforms (Facebook)
META
+$3.31M
5
AMZN icon
Amazon
AMZN
+$2.73M

Top Sells

1
+$2.18M
2
+$551K
3
+$424K
4
LYB icon
LyondellBasell Industries
LYB
+$256K
5
CARR icon
Carrier Global
CARR
+$222K

Sector Composition

1 Technology 26.96%
2 Financials 12.88%
3 Healthcare 8.52%
4 Communication Services 8.15%
5 Consumer Discretionary 7.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.23M 0.58%
47,872
-141
27
$2.1M 0.55%
6,893
+4,859
28
$1.98M 0.52%
12,934
+1,131
29
$1.95M 0.51%
50,988
+17,810
30
$1.95M 0.51%
7,902
+3,474
31
$1.86M 0.48%
6,359
+1,473
32
$1.85M 0.48%
9,960
+2,862
33
$1.81M 0.47%
53,802
+6,400
34
$1.81M 0.47%
7,897
+859
35
$1.77M 0.46%
24,983
+6,488
36
$1.72M 0.45%
24,418
+5,045
37
$1.61M 0.42%
533,167
+144,972
38
$1.57M 0.41%
19,796
+3,111
39
$1.57M 0.41%
36,172
+7,620
40
$1.55M 0.41%
1,939
+642
41
$1.54M 0.4%
12,766
+2,757
42
$1.53M 0.4%
5,183
+1,455
43
$1.5M 0.39%
6,847
+1,423
44
$1.49M 0.39%
8,154
+2,613
45
$1.47M 0.38%
21,362
+5,491
46
$1.47M 0.38%
6,163
+794
47
$1.45M 0.38%
20,193
+1,629
48
$1.44M 0.37%
187,696
+50,925
49
$1.43M 0.37%
1,945
+518
50
$1.42M 0.37%
76,813
+17,475
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