WFI

West Family Investments Portfolio holdings

AUM $426M
1-Year Est. Return 33.07%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+33.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$383M
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
379
New
Increased
Reduced
Closed

Top Buys

1
+$8.76M
2
+$4.7M
3
+$4.43M
4
META icon
Meta Platforms (Facebook)
META
+$3.31M
5
AMZN icon
Amazon
AMZN
+$2.73M

Top Sells

1
+$2.18M
2
+$551K
3
+$424K
4
LYB icon
LyondellBasell Industries
LYB
+$256K
5
CARR icon
Carrier Global
CARR
+$222K

Sector Composition

1 Technology 26.96%
2 Financials 12.88%
3 Healthcare 8.52%
4 Communication Services 8.15%
5 Consumer Discretionary 7.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$524K 0.14%
1,586
+438
152
$519K 0.14%
2,347
+1,055
153
$519K 0.14%
10,783
+1,163
154
$518K 0.14%
8,831
+2,635
155
$513K 0.13%
977
-160
156
$512K 0.13%
11,302
+6,142
157
$511K 0.13%
2,459
+122
158
$510K 0.13%
+279
159
$507K 0.13%
6,369
+155
160
$503K 0.13%
5,772
+1,762
161
$503K 0.13%
10,857
+4,766
162
$502K 0.13%
3,139
+1,290
163
$498K 0.13%
649
+243
164
$496K 0.13%
1,104
+412
165
$492K 0.13%
47,649
+19,902
166
$490K 0.13%
+2,762
167
$486K 0.13%
+3,494
168
$486K 0.13%
2,196
+338
169
$481K 0.13%
1,187
+287
170
$479K 0.13%
8,218
+3,656
171
$474K 0.12%
2,857
-277
172
$471K 0.12%
939
+264
173
$470K 0.12%
1,526
+492
174
$465K 0.12%
1,452
+753
175
$458K 0.12%
+1,048
5 6
7
8 9