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
$196M
AUM Growth
+$5.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$1.5M
2
+$996K
3
+$762K
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$628K
5
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$576K

Top Sells

1
+$1.55M
2
+$573K
3
+$492K
4
MUB icon
iShares National Muni Bond ETF
MUB
+$462K
5
AAPL icon
Apple
AAPL
+$445K

Sector Composition

1 Industrials 16.19%
2 Technology 6.96%
3 Financials 2.54%
4 Healthcare 2.45%
5 Communication Services 2.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$353K 0.18%
+5,583
52
$353K 0.18%
306
+34
53
$345K 0.18%
+5,424
54
$340K 0.17%
5,650
-1,331
55
$339K 0.17%
2,332
-1,614
56
$337K 0.17%
1,419
-22
57
$335K 0.17%
1,362
-27
58
$332K 0.17%
5,977
-140
59
$320K 0.16%
7,865
-2,243
60
$317K 0.16%
8,641
-44
61
$311K 0.16%
265
+34
62
$309K 0.16%
2,156
-54
63
$300K 0.15%
5,267
+20
64
$295K 0.15%
3,176
-104
65
$294K 0.15%
1,039
-1,182
66
$287K 0.15%
1,781
+6
67
$287K 0.15%
6,797
68
$286K 0.15%
1,558
-52
69
$285K 0.15%
701
-500
70
$284K 0.14%
2,635
+1
71
$282K 0.14%
1,150
72
$280K 0.14%
9,773
-263
73
$280K 0.14%
4,207
+2
74
$278K 0.14%
4,798
-106
75
$272K 0.14%
1,790
-33
1 2
3
4 5