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
$254M
AUM Growth
-$98.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
323
New
Increased
Reduced
Closed

Top Buys

1
+$5.11M
2
+$2.48M
3
+$1.95M
4
FCX icon
Freeport-McMoran
FCX
+$1.82M
5
LESL icon
Leslie's
LESL
+$1.69M

Top Sells

1
+$9.19M
2
+$1.89M
3
+$1.72M
4
BHP icon
BHP
BHP
+$1.22M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.21M

Sector Composition

1 Materials 23.73%
2 Healthcare 15.67%
3 Technology 12.31%
4 Energy 11.16%
5 Financials 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$663K 0.26%
10,719
+6,144
77
$654K 0.26%
2,663
+1,568
78
$623K 0.25%
1,147
+8
79
$614K 0.24%
8,609
+412
80
$606K 0.24%
7,780
+45
81
$601K 0.24%
1,642
+1,190
82
$599K 0.24%
2,159
+321
83
$578K 0.23%
+7,208
84
$574K 0.23%
2,554
-633
85
$566K 0.22%
7,097
+283
86
$563K 0.22%
212,042
+44,424
87
$553K 0.22%
2,640
-146
88
$552K 0.22%
5,697
-406
89
$539K 0.21%
5,939
+2,510
90
$521K 0.21%
4,207
-278
91
$519K 0.2%
+46,815
92
$515K 0.2%
9,457
+138
93
$514K 0.2%
14,799
-1,345
94
$482K 0.19%
24,187
95
$478K 0.19%
4,422
-253
96
$477K 0.19%
6,742
-33
97
$466K 0.18%
1,622
+44
98
$463K 0.18%
3,802
-671
99
$460K 0.18%
17,783
-331
100
$453K 0.18%
+4,648
2 3
4
5 6