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
$153M
AUM Growth
+$4.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$18.8M
2
+$15.3M
3
+$1.48M
4
JNJ icon
Johnson & Johnson
JNJ
+$835K
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$802K

Top Sells

1
+$14.1M
2
+$1.06M
3
+$872K
4
MO icon
Altria Group
MO
+$850K
5
VRTX icon
Vertex Pharmaceuticals
VRTX
+$783K

Sector Composition

1 Industrials 20.82%
2 Technology 6.42%
3 Healthcare 3.32%
4 Consumer Staples 2.86%
5 Financials 2.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$348K 0.23%
+9,181
52
$347K 0.23%
1,265
-451
53
$334K 0.22%
2,142
-10
54
$331K 0.22%
4,742
+2
55
$329K 0.21%
2,892
56
$322K 0.21%
+7,004
57
$307K 0.2%
+2,436
58
$307K 0.2%
1,826
+78
59
$306K 0.2%
4,421
-197
60
$301K 0.2%
9,674
-5,184
61
$290K 0.19%
+3,643
62
$289K 0.19%
3,166
+78
63
$277K 0.18%
3,360
64
$275K 0.18%
5,948
+39
65
$271K 0.18%
2,550
-719
66
$271K 0.18%
1,150
67
$270K 0.18%
3,507
+29
68
$269K 0.18%
1,368
69
$265K 0.17%
2,925
70
$253K 0.16%
2,383
71
$252K 0.16%
4,877
+800
72
$251K 0.16%
1,746
+3
73
$246K 0.16%
2,589
+394
74
$244K 0.16%
14,570
+400
75
$240K 0.16%
1,744
+7
1 2
3
4 5