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
$241M
AUM Growth
+$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$3.4M
2
+$1.57M
3
+$831K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$827K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$626K

Top Sells

1
+$263K
2
+$229K
3
+$210K
4
LMT icon
Lockheed Martin
LMT
+$200K
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$161K

Sector Composition

1 Industrials 11.02%
2 Technology 7.85%
3 Financials 2.58%
4 Communication Services 1.94%
5 Consumer Discretionary 1.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$390K 0.16%
1,544
-14
52
$366K 0.15%
740
+1
53
$355K 0.15%
291
54
$355K 0.15%
6,149
+1,898
55
$347K 0.14%
1,907
56
$338K 0.14%
1,807
+8
57
$336K 0.14%
458
+30
58
$332K 0.14%
9,584
-78
59
$332K 0.14%
2,680
-33
60
$331K 0.14%
8,720
-53
61
$327K 0.14%
4,756
62
$326K 0.14%
5,933
-44
63
$317K 0.13%
590
-10
64
$315K 0.13%
914
65
$311K 0.13%
1,150
66
$301K 0.13%
14,556
+48
67
$297K 0.12%
249
68
$293K 0.12%
936
-100
69
$292K 0.12%
1,800
+3
70
$289K 0.12%
2,171
-18
71
$289K 0.12%
997
-7
72
$281K 0.12%
3,891
-30
73
$270K 0.11%
1,080
74
$267K 0.11%
1,400
-100
75
$266K 0.11%
+4,145
1 2
3
4 5