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
$149M
AUM Growth
+$2.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$1.43M
2
+$710K
3
+$707K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$700K
5
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$579K

Top Sells

1
+$823K
2
+$383K
3
+$372K
4
DGX icon
Quest Diagnostics
DGX
+$231K
5
TSLA icon
Tesla
TSLA
+$227K

Sector Composition

1 Industrials 25.08%
2 Technology 8.22%
3 Financials 4.23%
4 Healthcare 3.2%
5 Consumer Staples 3.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$783K 0.53%
3,000
-100
27
$749K 0.5%
9,128
+44
28
$676K 0.45%
3,560
+70
29
$612K 0.41%
14,858
+318
30
$604K 0.41%
4,852
+57
31
$558K 0.37%
1,343
+377
32
$549K 0.37%
9,000
33
$535K 0.36%
2,403
+47
34
$531K 0.36%
10,698
+501
35
$528K 0.35%
28,738
+18,410
36
$521K 0.35%
2,344
+898
37
$514K 0.35%
1,716
+500
38
$502K 0.34%
3,680
+452
39
$498K 0.33%
865
40
$470K 0.32%
8,854
41
$450K 0.3%
5,300
+100
42
$447K 0.3%
8,639
-637
43
$438K 0.29%
1,748
44
$431K 0.29%
4,588
-418
45
$428K 0.29%
4,706
+738
46
$412K 0.28%
3,100
+1,500
47
$400K 0.27%
4,400
+100
48
$392K 0.26%
3,088
+398
49
$392K 0.26%
4,740
+860
50
$382K 0.26%
750
+67
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2
3 4 5