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
51
$1.42M 0.37%
3,375
+1,844
52
$1.39M 0.36%
22,850
+11,110
53
$1.37M 0.36%
47,328
+9,367
54
$1.36M 0.36%
2,908
+893
55
$1.35M 0.35%
13,719
+3,092
56
$1.35M 0.35%
12,197
+2,558
57
$1.35M 0.35%
28,437
+9,411
58
$1.34M 0.35%
9,374
+4,722
59
$1.34M 0.35%
16,721
+6,390
60
$1.34M 0.35%
19,119
+5,051
61
$1.33M 0.35%
4,269
+445
62
$1.33M 0.35%
88,565
+23,966
63
$1.33M 0.35%
3,630
+1,438
64
$1.32M 0.34%
9,672
+3,827
65
$1.29M 0.34%
9,494
+3,700
66
$1.28M 0.33%
5,858
+980
67
$1.17M 0.31%
10,304
+3,645
68
$1.14M 0.3%
12,440
+2,187
69
$1.13M 0.29%
3,758
+630
70
$1.08M 0.28%
292
+201
71
$1.06M 0.28%
8,596
+5,732
72
$1.06M 0.28%
3,876
+1,060
73
$1.05M 0.27%
2,363
+1,015
74
$1.05M 0.27%
7,199
+2,037
75
$1.04M 0.27%
10,377
+1,132
1 2
3
4 5