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
$294M
AUM Growth
-$39.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
307
New
Increased
Reduced
Closed

Top Buys

1
+$1.67M
2
+$1.53M
3
+$1.35M
4
AMZN icon
Amazon
AMZN
+$955K
5
META icon
Meta Platforms (Facebook)
META
+$698K

Top Sells

1
+$10.3M
2
+$9.19M
3
+$7.57M
4
HACK icon
Amplify Cybersecurity ETF
HACK
+$7.55M
5
B
Barrick Mining
B
+$6.1M

Sector Composition

1 Technology 21.11%
2 Healthcare 11.36%
3 Financials 10.21%
4 Communication Services 6.13%
5 Consumer Staples 6.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$418K 0.14%
+13,537
152
$417K 0.14%
1,072
+157
153
$417K 0.14%
9,126
+678
154
$417K 0.14%
7,179
+1,039
155
$404K 0.14%
1,757
+647
156
$402K 0.14%
+519
157
$396K 0.13%
94
+29
158
$394K 0.13%
2,191
+209
159
$392K 0.13%
2,405
+233
160
$391K 0.13%
3,967
161
$380K 0.13%
90,968
+10,648
162
$378K 0.13%
2,635
+156
163
$378K 0.13%
14,905
+106
164
$377K 0.13%
1,956
165
$374K 0.13%
1,598
+278
166
$368K 0.13%
3,498
+285
167
$359K 0.12%
3,428
+563
168
$358K 0.12%
6,219
+2,079
169
$353K 0.12%
712
+99
170
$351K 0.12%
1,249
+23
171
$351K 0.12%
5,550
172
$350K 0.12%
+2,849
173
$347K 0.12%
1,973
+11
174
$347K 0.12%
5,654
+86
175
$346K 0.12%
390
+2
5 6
7
8 9