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
176
$328K 0.11%
1,789
+408
177
$328K 0.11%
522
-218
178
$327K 0.11%
4,421
-79
179
$324K 0.11%
6,196
+93
180
$321K 0.11%
757
-14
181
$320K 0.11%
675
-6
182
$315K 0.11%
1,047
-33
183
$314K 0.11%
2,250
-155
184
$313K 0.11%
20,186
185
$310K 0.11%
5,801
+1,018
186
$309K 0.11%
8,518
+2,124
187
$307K 0.11%
1,779
-16
188
$304K 0.11%
+2,749
189
$303K 0.11%
529
-183
190
$301K 0.11%
9,760
-234
191
$299K 0.1%
616
-9
192
$298K 0.1%
6,235
-86
193
$298K 0.1%
2,362
+683
194
$297K 0.1%
1,074
-134
195
$296K 0.1%
+4,866
196
$295K 0.1%
3,451
-54
197
$294K 0.1%
3,034
-110
198
$292K 0.1%
1,781
-71
199
$290K 0.1%
3,629
-186
200
$289K 0.1%
1,118
-32
6 7
8
9 10