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
$352M
AUM Growth
-$4.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
356
New
Increased
Reduced
Closed

Top Buys

1
+$6.52M
2
+$4.25M
3
+$2.57M
4
CRSP icon
CRISPR Therapeutics
CRSP
+$2.23M
5
ILMN icon
Illumina
ILMN
+$2.15M

Top Sells

1
+$21.5M
2
+$10.7M
3
+$10.6M
4
VT icon
Vanguard Total World Stock ETF
VT
+$1.55M
5
NFLX icon
Netflix
NFLX
+$1.06M

Sector Composition

1 Materials 31.75%
2 Technology 12.76%
3 Healthcare 10.22%
4 Energy 9.04%
5 Financials 8.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$745K 0.21%
6,669
+4,384
77
$732K 0.21%
2,681
78
$685K 0.19%
3,227
+162
79
$683K 0.19%
2,619
+311
80
$675K 0.19%
2,786
-33
81
$673K 0.19%
6,103
82
$673K 0.19%
1,139
83
$646K 0.18%
167,618
-12,128
84
$634K 0.18%
2,988
+476
85
$627K 0.18%
4,485
-32
86
$627K 0.18%
1,527
87
$624K 0.18%
4,861
+446
88
$620K 0.18%
1,838
+7
89
$620K 0.18%
7,735
+1,372
90
$618K 0.18%
5,652
+1,921
91
$609K 0.17%
66,759
+28,137
92
$606K 0.17%
16,144
93
$604K 0.17%
29,380
-4,555
94
$596K 0.17%
5,721
-4,047
95
$594K 0.17%
8,197
+33
96
$586K 0.17%
+5,279
97
$579K 0.16%
6,814
+92
98
$569K 0.16%
5,728
+354
99
$566K 0.16%
+4,473
100
$552K 0.16%
11,391
+1,080
2 3
4
5 6