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
$194M
AUM Growth
+$19.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$974K
2
+$939K
3
+$924K
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$827K
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$646K

Top Sells

1
+$631K
2
+$623K
3
+$527K
4
ORCL icon
Oracle
ORCL
+$482K
5
GE icon
GE Aerospace
GE
+$437K

Sector Composition

1 Industrials 20.72%
2 Technology 9.65%
3 Healthcare 9.09%
4 Consumer Staples 5.7%
5 Communication Services 5.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$614K 0.32%
8,740
+400
52
$603K 0.31%
7,320
53
$601K 0.31%
2,509
+30
54
$579K 0.3%
2,013
55
$578K 0.3%
8,173
+169
56
$573K 0.29%
8,318
+100
57
$570K 0.29%
913
+730
58
$570K 0.29%
7,748
+200
59
$569K 0.29%
6,017
-1
60
$558K 0.29%
8,838
61
$556K 0.29%
3,356
+380
62
$542K 0.28%
620
+2
63
$538K 0.28%
1,366
+4
64
$529K 0.27%
2,375
-9
65
$524K 0.27%
4,690
+600
66
$520K 0.27%
9,603
+1
67
$506K 0.26%
6,412
+24
68
$503K 0.26%
7,525
+832
69
$498K 0.26%
4,322
+1,342
70
$493K 0.25%
9,577
+352
71
$488K 0.25%
2,017
+600
72
$478K 0.25%
5,275
73
$471K 0.24%
7,438
+300
74
$448K 0.23%
1,185
-3
75
$446K 0.23%
1,038
1 2
3
4 5