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
101
$450K 0.18%
4,686
+43
102
$448K 0.18%
4,388
+1,522
103
$445K 0.18%
6,376
+2,168
104
$438K 0.17%
8,901
-1,043
105
$435K 0.17%
1,787
+444
106
$433K 0.17%
3,218
-1,643
107
$425K 0.17%
6,343
+2,101
108
$421K 0.17%
6,904
+1,245
109
$421K 0.17%
1,250
-91
110
$419K 0.17%
18,458
-1,094
111
$415K 0.16%
2,107
-4,777
112
$404K 0.16%
6,643
-528
113
$402K 0.16%
2,847
+197
114
$402K 0.16%
4,830
-146
115
$397K 0.16%
13,036
-456
116
$389K 0.15%
6,062
+190
117
$387K 0.15%
+44,809
118
$379K 0.15%
+10,144
119
$376K 0.15%
3,812
+150
120
$375K 0.15%
4,910
-742
121
$374K 0.15%
23,081
-1,209
122
$374K 0.15%
55,274
-11,485
123
$371K 0.15%
69,401
+11,560
124
$371K 0.15%
+3,686
125
$365K 0.14%
3,372
+681
3 4
5
6 7