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
$149M
AUM Growth
+$2.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$1.43M
2
+$710K
3
+$707K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$700K
5
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$579K

Top Sells

1
+$823K
2
+$383K
3
+$372K
4
DGX icon
Quest Diagnostics
DGX
+$231K
5
TSLA icon
Tesla
TSLA
+$227K

Sector Composition

1 Industrials 25.08%
2 Technology 8.22%
3 Financials 4.23%
4 Healthcare 3.2%
5 Consumer Staples 3.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$377K 0.25%
3,516
-696
52
$360K 0.24%
2,892
+22
53
$358K 0.24%
2,023
-266
54
$358K 0.24%
+3,269
55
$349K 0.23%
3,360
56
$346K 0.23%
4,618
-734
57
$345K 0.23%
2,152
-300
58
$306K 0.21%
2,925
59
$303K 0.2%
5,155
60
$303K 0.2%
1,368
+129
61
$298K 0.2%
5,909
62
$296K 0.2%
5,979
-597
63
$294K 0.2%
3,698
+2
64
$293K 0.2%
+6,096
65
$293K 0.2%
1,150
66
$291K 0.2%
+700
67
$286K 0.19%
5,016
-682
68
$273K 0.18%
6,797
+648
69
$270K 0.18%
+1,737
70
$269K 0.18%
4,700
-1,100
71
$268K 0.18%
+14,170
72
$266K 0.18%
1,743
+140
73
$264K 0.18%
10,000
74
$261K 0.18%
1,602
-5,053
75
$260K 0.17%
+4,077
1 2
3
4 5