WW

Westshore Wealth Portfolio holdings

AUM $293M
1-Year Est. Return 13.84%
This Quarter Est. Return
1 Year Est. Return
+13.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$90.8M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$19.3M
2
+$8.24M
3
+$6.04M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$5.15M
5
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$4.62M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 22.48%
2 Technology 8.24%
3 Financials 4.88%
4 Healthcare 3.53%
5 Consumer Staples 3.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$582K 0.64%
+6,617
27
$577K 0.64%
+6,240
28
$575K 0.63%
+13,242
29
$564K 0.62%
+4,970
30
$560K 0.62%
+9,351
31
$540K 0.59%
+6,100
32
$540K 0.59%
+9,100
33
$523K 0.58%
+6,175
34
$517K 0.57%
+6,841
35
$514K 0.57%
+14,317
36
$510K 0.56%
+4,800
37
$505K 0.56%
+5,336
38
$479K 0.53%
+6,858
39
$476K 0.52%
+6,909
40
$463K 0.51%
+4,000
41
$462K 0.51%
+5,699
42
$442K 0.49%
+3,092
43
$439K 0.48%
+5,300
44
$431K 0.47%
+7,783
45
$423K 0.47%
+71,840
46
$419K 0.46%
+4,924
47
$413K 0.45%
+2,649
48
$407K 0.45%
+5,381
49
$399K 0.44%
+7,100
50
$398K 0.44%
+2,853
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