WFI

West Family Investments Portfolio holdings

AUM $383M
1-Year Est. Return 26.07%
This Quarter Est. Return
1 Year Est. Return
+26.07%
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
51
$1.22M 0.42%
1,723
+119
52
$1.19M 0.41%
141,661
+9,294
53
$1.16M 0.4%
14,920
+1,643
54
$1.14M 0.39%
51,315
+106
55
$1.12M 0.38%
9,739
+1,927
56
$1.11M 0.38%
4,990
+288
57
$1.09M 0.37%
2,687
+635
58
$1.09M 0.37%
1,305
+180
59
$1.08M 0.37%
18,852
+36
60
$1.05M 0.36%
66,125
+2,930
61
$983K 0.33%
13,678
+1,001
62
$976K 0.33%
2,047
+190
63
$972K 0.33%
9,338
+43
64
$968K 0.33%
5,678
+1,224
65
$846K 0.29%
9,386
+46
66
$840K 0.29%
7,285
+456
67
$839K 0.29%
5,111
+2,018
68
$832K 0.28%
3,763
+782
69
$832K 0.28%
20,965
+4,806
70
$832K 0.28%
3,278
+16
71
$822K 0.28%
9,804
+50
72
$821K 0.28%
1,660
-187
73
$797K 0.27%
2,763
+139
74
$796K 0.27%
4,452
+380
75
$791K 0.27%
1,422
-32
1 2
3
4 5