WW

Westshore Wealth Portfolio holdings

AUM $261M
1-Year Est. Return 12.25%
This Quarter Est. Return
1 Year Est. Return
+12.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$194M
AUM Growth
+$19.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$974K
2
+$939K
3
+$924K
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$827K
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$646K

Top Sells

1
+$631K
2
+$623K
3
+$527K
4
ORCL icon
Oracle
ORCL
+$482K
5
GE icon
GE Aerospace
GE
+$437K

Sector Composition

1 Industrials 20.72%
2 Technology 9.65%
3 Healthcare 9.09%
4 Consumer Staples 5.7%
5 Communication Services 5.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.38M 0.71%
8,869
+13
27
$1.35M 0.69%
67,280
-3,200
28
$1.25M 0.64%
5,734
+8
29
$1.19M 0.61%
5,498
+104
30
$1.18M 0.6%
7,961
+1,900
31
$1.17M 0.6%
8,748
+3,000
32
$1.09M 0.56%
7,452
33
$1.02M 0.52%
9,026
+600
34
$970K 0.5%
2,791
35
$945K 0.49%
2,964
+41
36
$939K 0.48%
+7,913
37
$924K 0.48%
+3,646
38
$907K 0.47%
5,463
+419
39
$901K 0.46%
9,095
+4
40
$882K 0.45%
18,507
+410
41
$879K 0.45%
2,195
+200
42
$828K 0.43%
32,143
+9,830
43
$684K 0.35%
14,559
+9,009
44
$674K 0.35%
2,937
45
$655K 0.34%
10,328
+134
46
$651K 0.33%
4,393
+288
47
$651K 0.33%
4,558
+200
48
$647K 0.33%
2,220
+260
49
$636K 0.33%
12,291
50
$621K 0.32%
10,314
+1,314
1
2
3 4 5