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
$252M
AUM Growth
-$40.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1
+$4.72M
2
+$2.43M
3
+$2.04M
4
NLY icon
Annaly Capital Management
NLY
+$2.01M
5
AGNC icon
AGNC Investment
AGNC
+$1.94M

Top Sells

1
+$30.2M
2
+$5.01M
3
+$3.6M
4
JNJ icon
Johnson & Johnson
JNJ
+$2.21M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.49M

Sector Composition

1 Energy 11.46%
2 Healthcare 11.09%
3 Materials 10.32%
4 Technology 9.65%
5 Financials 8.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$310K 0.12%
7,066
+885
127
$308K 0.12%
11,713
-648
128
$308K 0.12%
3,010
-1,088
129
$301K 0.12%
4,393
+720
130
$300K 0.12%
25,147
+5,553
131
$300K 0.12%
46,949
132
$296K 0.12%
1,876
133
$294K 0.12%
1,870
-630
134
$292K 0.12%
18,518
135
$290K 0.12%
3,967
-1
136
$289K 0.11%
3,751
-698
137
$285K 0.11%
603
-13
138
$282K 0.11%
2,954
139
$280K 0.11%
+1,403
140
$278K 0.11%
+1,453
141
$275K 0.11%
97,650
-8,525
142
$275K 0.11%
911
143
$275K 0.11%
3,718
144
$272K 0.11%
3,769
-45
145
$269K 0.11%
6,957
146
$264K 0.1%
1,552
147
$264K 0.1%
2,116
+229
148
$261K 0.1%
1,615
-1,428
149
$259K 0.1%
4,890
150
$255K 0.1%
548
-68
4 5
6
7 8