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
$124M
AUM Growth
-$70.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$444K
2
+$306K
3
+$215K
4
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$201K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$41.6K

Top Sells

1
+$6.57M
2
+$4.52M
3
+$2.79M
4
AAPL icon
Apple
AAPL
+$2.58M
5
JNJ icon
Johnson & Johnson
JNJ
+$2.35M

Sector Composition

1 Industrials 25.47%
2 Technology 7.92%
3 Financials 4.5%
4 Consumer Staples 3.67%
5 Healthcare 3.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$672K 0.54%
4,582
-881
27
$651K 0.53%
8,662
-87,414
28
$572K 0.46%
5,307
-3,719
29
$565K 0.46%
9,000
-1,314
30
$551K 0.44%
3,356
31
$543K 0.44%
9,994
-334
32
$532K 0.43%
2,397
+22
33
$514K 0.42%
4,477
+155
34
$512K 0.41%
6,027
+10
35
$502K 0.41%
10,797
-3,762
36
$491K 0.4%
1,446
-1,345
37
$485K 0.39%
2,965
-5,904
38
$460K 0.37%
4,854
-4,241
39
$444K 0.36%
+4,200
40
$438K 0.35%
3,968
-722
41
$431K 0.35%
8,854
42
$426K 0.34%
3,305
-1,253
43
$424K 0.34%
1,748
-59
44
$402K 0.32%
5,500
-2,248
45
$399K 0.32%
913
46
$399K 0.32%
5,680
-2,493
47
$399K 0.32%
1,216
-1,748
48
$394K 0.32%
3,087
+326
49
$389K 0.31%
865
-92
50
$389K 0.31%
5,572
-2,746
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