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
51
$1.08M 0.37%
2,764
+77
52
$1.07M 0.37%
2,652
-12
53
$1.05M 0.36%
26,148
-1,536
54
$1.04M 0.36%
4,878
-112
55
$1.03M 0.36%
1,801
+141
56
$1.02M 0.36%
22,712
-2,280
57
$981K 0.34%
15,754
+2,076
58
$974K 0.34%
10,009
+270
59
$941K 0.33%
2,816
-44
60
$922K 0.32%
14,068
-852
61
$919K 0.32%
5,515
-163
62
$908K 0.32%
20,667
-298
63
$899K 0.31%
1,297
-8
64
$893K 0.31%
842
+179
65
$890K 0.31%
9,639
-165
66
$889K 0.31%
136,983
-4,678
67
$864K 0.3%
37,961
+15,680
68
$844K 0.29%
2,015
-32
69
$822K 0.29%
9,213
-125
70
$818K 0.28%
3,719
-44
71
$810K 0.28%
1,137
-53
72
$787K 0.27%
3,284
+6
73
$776K 0.27%
9,431
+45
74
$771K 0.27%
3,433
+53
75
$765K 0.27%
2,769
+6
1 2
3
4 5