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
126
$487K 0.17%
8,994
-132
127
$486K 0.17%
2,093
+123
128
$486K 0.17%
2,590
+203
129
$475K 0.17%
1,320
-26
130
$467K 0.16%
94
131
$454K 0.16%
5,080
+82
132
$454K 0.16%
1,020
-255
133
$446K 0.16%
1,524
-33
134
$444K 0.15%
2,161
-30
135
$443K 0.15%
2,659
-49
136
$443K 0.15%
33,468
+15,638
137
$441K 0.15%
14,904
-1
138
$440K 0.15%
6,854
-103
139
$439K 0.15%
3,002
+367
140
$427K 0.15%
5,911
+471
141
$426K 0.15%
87,123
-3,845
142
$421K 0.15%
1,847
-22
143
$416K 0.14%
+2,349
144
$411K 0.14%
1,790
+98
145
$408K 0.14%
13,441
-96
146
$407K 0.14%
3,916
-51
147
$406K 0.14%
2,498
+1,317
148
$403K 0.14%
1,956
-17
149
$395K 0.14%
4,331
-737
150
$391K 0.14%
1,888
+351
4 5
6
7 8