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
201
$288K 0.1%
7,616
+1,309
202
$285K 0.1%
+494
203
$280K 0.1%
+2,224
204
$279K 0.1%
5,576
+1,215
205
$279K 0.1%
8,250
+2,470
206
$279K 0.1%
21,672
-261
207
$277K 0.1%
652
-26
208
$276K 0.1%
+3,281
209
$274K 0.1%
12,352
+3,659
210
$269K 0.09%
+17,231
211
$267K 0.09%
1,175
+96
212
$265K 0.09%
+13,195
213
$263K 0.09%
+1,960
214
$263K 0.09%
9,198
-1,355
215
$262K 0.09%
249
216
$262K 0.09%
26,192
217
$262K 0.09%
4,531
+1,501
218
$260K 0.09%
6,830
+737
219
$259K 0.09%
26,617
-5,043
220
$256K 0.09%
752
-10
221
$255K 0.09%
491
-571
222
$254K 0.09%
25,262
-18,124
223
$253K 0.09%
1,962
-32
224
$253K 0.09%
2,446
225
$253K 0.09%
4,702
7 8
9
10 11