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
$124M
AUM Growth
-$70.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$444K
2
+$306K
3
+$215K
4
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$201K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$41.6K

Top Sells

1
+$6.57M
2
+$4.52M
3
+$2.79M
4
AAPL icon
Apple
AAPL
+$2.58M
5
JNJ icon
Johnson & Johnson
JNJ
+$2.35M

Sector Composition

1 Industrials 25.47%
2 Technology 7.92%
3 Financials 4.5%
4 Consumer Staples 3.67%
5 Healthcare 3.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$370K 0.3%
6,939
-34,155
52
$368K 0.3%
1,415
-805
53
$366K 0.3%
8,500
-29,218
54
$366K 0.3%
927
-439
55
$346K 0.28%
8,145
+201
56
$326K 0.26%
6,401
-11
57
$314K 0.25%
5,155
58
$306K 0.25%
+4,774
59
$302K 0.24%
5,909
+238
60
$298K 0.24%
5,177
-2,261
61
$295K 0.24%
2,925
62
$284K 0.23%
1,150
63
$276K 0.22%
1,239
-484
64
$268K 0.22%
3,360
-228
65
$267K 0.22%
683
-1,512
66
$257K 0.21%
6,149
67
$235K 0.19%
2,452
+245
68
$235K 0.19%
2,077
-178
69
$224K 0.18%
1,601
-11,639
70
$221K 0.18%
3,030
-1,239
71
$219K 0.18%
4,596
+343
72
$219K 0.18%
3,702
-3,823
73
$215K 0.17%
+1,455
74
$211K 0.17%
366
-282
75
$207K 0.17%
4,149
-1,125
1 2
3
4 5