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
+$305K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$1.47M
2
+$1.13M
3
+$819K
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$625K
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$478K

Top Sells

1
+$1.52M
2
+$627K
3
+$535K
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$525K
5
NVDA icon
NVIDIA
NVDA
+$517K

Sector Composition

1 Industrials 10.11%
2 Technology 8.55%
3 Financials 2.45%
4 Communication Services 2.03%
5 Consumer Discretionary 1.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$353K 0.15%
944
+30
52
$352K 0.15%
4,521
-238
53
$346K 0.14%
291
54
$345K 0.14%
8,668
-52
55
$343K 0.14%
1,420
-124
56
$339K 0.14%
580
-10
57
$330K 0.14%
1,816
+9
58
$329K 0.14%
3,388
-2,817
59
$326K 0.14%
4,756
60
$312K 0.13%
14,556
61
$311K 0.13%
1,800
+400
62
$310K 0.13%
1,807
-100
63
$306K 0.13%
1,150
64
$298K 0.12%
249
65
$297K 0.12%
1,803
+3
66
$291K 0.12%
971
-26
67
$288K 0.12%
576
-661
68
$285K 0.12%
3,863
-28
69
$281K 0.12%
6,797
70
$277K 0.12%
+3,708
71
$276K 0.11%
1,060
72
$269K 0.11%
5,393
-540
73
$268K 0.11%
4,145
74
$264K 0.11%
2,565
-115
75
$262K 0.11%
471
1 2
3
4 5