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
$245M
AUM Growth
+$3.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$2.42M
2
+$1.98M
3
+$462K
4
NVDA icon
NVIDIA
NVDA
+$423K
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$343K

Top Sells

1
+$10.1M
2
+$5.3M
3
+$263K
4
EW icon
Edwards Lifesciences
EW
+$248K
5
DLTR icon
Dollar Tree
DLTR
+$230K

Sector Composition

1 Technology 9.74%
2 Industrials 5.92%
3 Financials 2.55%
4 Communication Services 2.02%
5 Consumer Discretionary 1.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$714K 0.29%
2,706
+3
27
$695K 0.28%
6,122
-159
28
$663K 0.27%
12,460
+6
29
$661K 0.27%
6,081
-82
30
$626K 0.26%
1,540
-94
31
$617K 0.25%
18,580
-4,206
32
$603K 0.25%
3,386
-120
33
$538K 0.22%
9,092
34
$533K 0.22%
3,120
35
$520K 0.21%
2,468
+144
36
$518K 0.21%
4,267
37
$517K 0.21%
1,323
-23
38
$513K 0.21%
1,267
-17
39
$505K 0.21%
2,927
-53
40
$481K 0.2%
985
+1
41
$471K 0.19%
3,078
-52
42
$468K 0.19%
7,897
43
$464K 0.19%
1,524
44
$455K 0.19%
789
45
$442K 0.18%
6,701
+517
46
$433K 0.18%
740
47
$414K 0.17%
20,148
+184
48
$409K 0.17%
4,197
-324
49
$406K 0.17%
458
50
$402K 0.16%
2,480
+6
1
2
3 4