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
$90.8M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$19.3M
2
+$8.24M
3
+$6.04M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$5.15M
5
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$4.62M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 22.48%
2 Technology 8.24%
3 Financials 4.88%
4 Healthcare 3.53%
5 Consumer Staples 3.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$396K 0.44%
+9,000
52
$393K 0.43%
+1,329
53
$389K 0.43%
+9,038
54
$382K 0.42%
+5,192
55
$361K 0.4%
+4,230
56
$352K 0.39%
+11,940
57
$344K 0.38%
+1,674
58
$333K 0.37%
+11,104
59
$320K 0.35%
+4,932
60
$296K 0.33%
+7,363
61
$283K 0.31%
+17,451
62
$274K 0.3%
+189
63
$261K 0.29%
+6,275
64
$258K 0.28%
+3,860
65
$244K 0.27%
+7,600
66
$228K 0.25%
+1,893
67
$228K 0.25%
+3,300
68
$221K 0.24%
+1,150
69
$211K 0.23%
+2,000
70
$206K 0.23%
+7,380
71
$188K 0.21%
+40,255
72
$93K 0.1%
+2,177
1 2
3