WFI
West Family Investments Portfolio holdings
AUM
$383M
1-Year Return
26.07%
This Quarter Return
-2.51%
1 Year Return
+26.07%
3 Year Return
+62.16%
5 Year Return
+133.6%
10 Year Return
+115.07%
AUM
$383M
AUM Growth
+$382M
(+46,306%)
Cap. Flow
+$54.8M
Cap. Flow
% of AUM
14.33%
Top 10 Holdings %
Top 10 Hldgs %
50.53%
Holding
91
New
5
Increased
11
Reduced
12
Closed
5
Top Buys
| 1 |
Lumen
LUMN
|
$42.3M |
| 2 |
Alerian MLP ETF
AMLP
|
$6.2M |
| 3 |
CCT
Corporate Capital Trust, Inc.
CCT
|
$5.71M |
| 4 |
Starwood Property Trust
STWD
|
$2.56M |
| 5 |
GPMT
Granite Point Mortgage Trust
GPMT
|
$2.51M |
Top Sells
| 1 |
Annaly Capital Management
NLY
|
$2.75M |
| 2 |
Carlyle Secured Lending
CGBD
|
$2.67M |
| 3 |
Goldman Sachs
GS
|
$2.55M |
| 4 |
General Motors
GM
|
$1.13M |
| 5 |
TWO
Two Harbors Investment
TWO
|
$1.1M |
Sector Composition
| 1 | Real Estate | 30.73% |
| 2 | Financials | 14.78% |
| 3 | Communication Services | 12.32% |
| 4 | Energy | 9.74% |
| 5 | Healthcare | 9.61% |
