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
$145M
AUM Growth
-$8.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$1.98M
2
+$1.01M
3
+$488K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$463K
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$394K

Top Sells

1
+$507K
2
+$348K
3
+$331K
4
EMR icon
Emerson Electric
EMR
+$290K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$271K

Sector Composition

1 Industrials 20.56%
2 Technology 6.16%
3 Financials 3.12%
4 Healthcare 3.04%
5 Consumer Discretionary 2.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$498K 0.34%
3,707
-1,500
27
$495K 0.34%
2,144
-200
28
$484K 0.33%
11,832
-5,354
29
$473K 0.33%
4,191
-194
30
$453K 0.31%
2,410
+117
31
$441K 0.3%
1,342
-68
32
$437K 0.3%
10,101
-897
33
$429K 0.3%
907
+42
34
$427K 0.29%
4,617
-357
35
$425K 0.29%
9,000
36
$406K 0.28%
28,896
37
$405K 0.28%
4,811
+46
38
$402K 0.28%
3,848
+38
39
$401K 0.28%
4,597
-314
40
$392K 0.27%
3,300
-200
41
$379K 0.26%
750
42
$378K 0.26%
8,641
+1
43
$374K 0.26%
2,759
+344
44
$359K 0.25%
1,300
+35
45
$354K 0.24%
4,267
-2,925
46
$347K 0.24%
9,014
47
$346K 0.24%
5,012
-500
48
$342K 0.24%
+2,000
49
$336K 0.23%
1,826
50
$335K 0.23%
1,564
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