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
$254M
AUM Growth
-$98.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
323
New
Increased
Reduced
Closed

Top Buys

1
+$5.11M
2
+$2.48M
3
+$1.95M
4
FCX icon
Freeport-McMoran
FCX
+$1.82M
5
LESL icon
Leslie's
LESL
+$1.69M

Top Sells

1
+$9.19M
2
+$1.89M
3
+$1.72M
4
BHP icon
BHP
BHP
+$1.22M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.21M

Sector Composition

1 Materials 23.73%
2 Healthcare 15.67%
3 Technology 12.31%
4 Energy 11.16%
5 Financials 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$217K 0.09%
+3,884
202
$215K 0.08%
23,690
203
$214K 0.08%
706
-8
204
$211K 0.08%
+3,837
205
$211K 0.08%
2,779
+12
206
$210K 0.08%
2,266
-3,462
207
$205K 0.08%
+853
208
$205K 0.08%
6,941
-239
209
$205K 0.08%
+1,814
210
$204K 0.08%
+4,331
211
$203K 0.08%
+7,439
212
$202K 0.08%
+431
213
$201K 0.08%
1,572
-1,964
214
$188K 0.07%
+11,424
215
$181K 0.07%
+18,290
216
$180K 0.07%
18,446
217
$82K 0.03%
36,625
-134,265
218
$76K 0.03%
+35,883
219
$71K 0.03%
45,665
220
$58K 0.02%
24,804
-1,014
221
$55K 0.02%
19,563
-67,460
222
$53K 0.02%
+10,338
223
$50K 0.02%
16,928
-19,839
224
$38K 0.02%
+265
225
$37K 0.01%
18,093
-63,662
7 8
9
10 11