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
$352M
AUM Growth
-$4.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
356
New
Increased
Reduced
Closed

Top Buys

1
+$6.52M
2
+$4.25M
3
+$2.57M
4
CRSP icon
CRISPR Therapeutics
CRSP
+$2.23M
5
ILMN icon
Illumina
ILMN
+$2.15M

Top Sells

1
+$21.5M
2
+$10.7M
3
+$10.6M
4
VT icon
Vanguard Total World Stock ETF
VT
+$1.55M
5
NFLX icon
Netflix
NFLX
+$1.06M

Sector Composition

1 Materials 31.75%
2 Technology 12.76%
3 Healthcare 10.22%
4 Energy 9.04%
5 Financials 8.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$280K 0.08%
2,601
-44
202
$278K 0.08%
+669
203
$277K 0.08%
2,355
-55
204
$277K 0.08%
5,604
-234
205
$277K 0.08%
1,468
-33
206
$276K 0.08%
+1,416
207
$272K 0.08%
4,575
-9,440
208
$271K 0.08%
8,926
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209
$269K 0.08%
+1,870
210
$267K 0.08%
6,811
-2,119
211
$267K 0.08%
23,690
-484
212
$266K 0.08%
3,703
213
$266K 0.08%
+2,966
214
$264K 0.08%
720
215
$264K 0.08%
599
216
$261K 0.07%
5,251
217
$260K 0.07%
4,270
218
$260K 0.07%
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219
$258K 0.07%
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220
$257K 0.07%
6,832
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221
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222
$252K 0.07%
1,133
-280
223
$252K 0.07%
+1,006
224
$248K 0.07%
20,952
+150
225
$246K 0.07%
1,106
-217
7 8
9
10 11