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
$146M
AUM Growth
+$22.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$3.8M
2
+$1.01M
3
+$801K
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$681K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$668K

Top Sells

1
+$643K
2
+$613K
3
+$426K
4
C icon
Citigroup
C
+$399K
5
NEM icon
Newmont
NEM
+$390K

Sector Composition

1 Industrials 25.39%
2 Technology 8.49%
3 Financials 4.17%
4 Healthcare 3.39%
5 Consumer Staples 3.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$383K 0.26%
5,272
-300
52
$372K 0.25%
+10,700
53
$371K 0.25%
2,870
-217
54
$360K 0.25%
5,909
55
$348K 0.24%
+2,690
56
$345K 0.24%
2,452
57
$343K 0.24%
683
58
$339K 0.23%
6,576
-363
59
$338K 0.23%
+3,880
60
$335K 0.23%
5,698
+924
61
$320K 0.22%
2,925
62
$317K 0.22%
5,155
63
$312K 0.21%
3,360
64
$306K 0.21%
1,150
65
$288K 0.2%
+199
66
$286K 0.2%
6,149
67
$269K 0.18%
2,077
68
$269K 0.18%
1,239
69
$267K 0.18%
+14,064
70
$262K 0.18%
1,603
+2
71
$258K 0.18%
+10,000
72
$255K 0.17%
3,030
73
$241K 0.17%
+1,600
74
$240K 0.16%
1,455
75
$235K 0.16%
+1,017
1 2
3
4