WFI

West Family Investments Portfolio holdings

AUM $426M
1-Year Est. Return 33.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+33.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$301K
AUM Growth
-$224M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$14.7M
2
+$7.56M
3
+$3.22M
4
UNH icon
UnitedHealth
UNH
+$3.12M
5
XRAY icon
Dentsply Sirona
XRAY
+$2.42M

Top Sells

1
+$25.4M
2
+$7.13M
3
+$6.25M
4
LUMN icon
Lumen
LUMN
+$3.95M
5
PDLI
PDL BioPharma, Inc.
PDLI
+$3.61M

Sector Composition

1 Real Estate 15.27%
2 Energy 15.24%
3 Financials 14.87%
4 Materials 12.28%
5 Consumer Discretionary 10.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.99K 0.66%
+274,000
52
$1.99K 0.66%
433,348
-159,532
53
$1.99K 0.66%
541,036
-102,873
54
$1.92K 0.64%
187,000
-104,375
55
$1.91K 0.64%
191,358
56
$1.86K 0.62%
+41,000
57
$1.84K 0.61%
57,000
+5,000
58
$1.83K 0.61%
+65,400
59
$1.8K 0.6%
45,000
60
$1.72K 0.57%
+135,500
61
$1.72K 0.57%
+13,000
62
$1.53K 0.51%
+30,000
63
$1.43K 0.48%
173,800
64
$1.4K 0.47%
83,632
65
$1.36K 0.45%
235,300
66
$1.3K 0.43%
+50,000
67
$1.25K 0.41%
47,178
68
$1.24K 0.41%
+40,000
69
$1.12K 0.37%
40,750
-10,000
70
$1.12K 0.37%
27,000
-73,000
71
$1.11K 0.37%
7,500
72
$1K 0.33%
24,044
73
$895 0.3%
20,000
74
$867 0.29%
66,459
75
$820 0.27%
50,000
-75,000
1 2
3
4 5