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
$145M
AUM Growth
-$8.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$1.98M
2
+$1.01M
3
+$488K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$463K
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$394K

Top Sells

1
+$507K
2
+$348K
3
+$331K
4
EMR icon
Emerson Electric
EMR
+$290K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$271K

Sector Composition

1 Industrials 20.56%
2 Technology 6.16%
3 Financials 3.12%
4 Healthcare 3.04%
5 Consumer Discretionary 2.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$323K 0.22%
1,347
-1,060
52
$321K 0.22%
+1,424
53
$316K 0.22%
+2,500
54
$312K 0.21%
2,336
-100
55
$303K 0.21%
2,892
56
$292K 0.2%
9,674
57
$292K 0.2%
2,142
58
$291K 0.2%
5,948
59
$285K 0.2%
+7,829
60
$275K 0.19%
3,360
61
$274K 0.19%
9,327
-1,000
62
$271K 0.19%
+1,023
63
$265K 0.18%
3,167
+1
64
$261K 0.18%
4,458
+37
65
$258K 0.18%
6,404
-600
66
$257K 0.18%
+3,136
67
$257K 0.18%
1,150
68
$256K 0.18%
3,563
69
$254K 0.17%
1,428
+60
70
$249K 0.17%
3,507
71
$246K 0.17%
+4,580
72
$239K 0.16%
2,925
73
$238K 0.16%
6,637
74
$230K 0.16%
1,602
75
$226K 0.16%
+3,501
1 2
3
4 5