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
$247M
AUM Growth
+$2.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$794K
2
+$776K
3
+$555K
4
META icon
Meta Platforms (Facebook)
META
+$481K
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$426K

Top Sells

1
+$1.05M
2
+$418K
3
+$279K
4
NOW icon
ServiceNow
NOW
+$228K
5
KO icon
Coca-Cola
KO
+$219K

Sector Composition

1 Technology 10.43%
2 Industrials 5.47%
3 Financials 2.62%
4 Communication Services 2.27%
5 Consumer Discretionary 1.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$891K 0.36%
3,680
27
$738K 0.3%
12,464
+4
28
$728K 0.3%
3,142
+215
29
$727K 0.29%
6,826
+745
30
$715K 0.29%
2,707
+1
31
$580K 0.24%
2,421
-47
32
$568K 0.23%
3,120
33
$531K 0.21%
9,092
34
$525K 0.21%
16,703
-1,877
35
$514K 0.21%
2,983
-95
36
$513K 0.21%
4,267
37
$505K 0.2%
988
+3
38
$501K 0.2%
7,897
39
$498K 0.2%
1,279
+12
40
$480K 0.19%
1,323
41
$471K 0.19%
2,809
+1,003
42
$464K 0.19%
789
43
$462K 0.19%
1,540
44
$449K 0.18%
7,443
+742
45
$442K 0.18%
1,400
+1
46
$430K 0.17%
4,323
-1,799
47
$423K 0.17%
1,704
-1,682
48
$420K 0.17%
458
49
$413K 0.17%
1,424
-100
50
$396K 0.16%
1,800
1
2
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