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
$190M
AUM Growth
+$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$1.5M
2
+$1.31M
3
+$1.23M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.04M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$956K

Top Sells

1
+$2.21M
2
+$1.37M
3
+$739K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$694K
5
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$587K

Sector Composition

1 Industrials 18.97%
2 Technology 6.61%
3 Healthcare 2.65%
4 Financials 2.64%
5 Consumer Discretionary 1.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$418K 0.22%
1,728
+304
52
$417K 0.22%
4,287
+20
53
$402K 0.21%
2,344
-92
54
$397K 0.21%
3,236
-100
55
$385K 0.2%
9,014
56
$355K 0.19%
751
+1
57
$354K 0.19%
8,685
+44
58
$351K 0.18%
2,421
-95
59
$346K 0.18%
6,117
+169
60
$341K 0.18%
6,815
-8,450
61
$336K 0.18%
3,360
62
$335K 0.18%
8,827
+1,600
63
$325K 0.17%
1,441
+13
64
$320K 0.17%
272
+4
65
$318K 0.17%
1,389
+79
66
$317K 0.17%
2,210
+68
67
$313K 0.16%
976
+2
68
$303K 0.16%
+2,115
69
$301K 0.16%
5,247
+27
70
$290K 0.15%
2,634
-22
71
$288K 0.15%
3,280
+113
72
$287K 0.15%
10,036
+362
73
$286K 0.15%
1,359
+10
74
$285K 0.15%
4,205
75
$282K 0.15%
4,904
+172
1 2
3
4 5