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
76
$757K 0.26%
7,023
-262
77
$749K 0.26%
3,848
+339
78
$738K 0.26%
10,511
-147
79
$733K 0.26%
229
-3
80
$718K 0.25%
6,572
+1,253
81
$703K 0.25%
4,100
-352
82
$699K 0.24%
10,070
-1,300
83
$693K 0.24%
8,760
-105
84
$682K 0.24%
4,706
-4
85
$667K 0.23%
4,156
-60
86
$662K 0.23%
1,883
+120
87
$635K 0.22%
5,973
-124
88
$627K 0.22%
5,206
-87
89
$625K 0.22%
314
90
$616K 0.21%
5,572
-76
91
$612K 0.21%
12,533
+2,464
92
$609K 0.21%
1,680
-21
93
$606K 0.21%
51,739
94
$606K 0.21%
1,166
-256
95
$605K 0.21%
12,237
-207
96
$604K 0.21%
1,821
-41
97
$597K 0.21%
5,162
+14
98
$596K 0.21%
3,049
-285
99
$595K 0.21%
4,948
+273
100
$578K 0.2%
5,114
+342
2 3
4
5 6