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
$245M
AUM Growth
+$3.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$2.42M
2
+$1.98M
3
+$462K
4
NVDA icon
NVIDIA
NVDA
+$423K
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$343K

Top Sells

1
+$10.1M
2
+$5.3M
3
+$263K
4
EW icon
Edwards Lifesciences
EW
+$248K
5
DLTR icon
Dollar Tree
DLTR
+$230K

Sector Composition

1 Technology 9.74%
2 Industrials 5.92%
3 Financials 2.55%
4 Communication Services 2.02%
5 Consumer Discretionary 1.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$398K 0.16%
1,800
52
$386K 0.16%
301
+10
53
$385K 0.16%
1,399
+1
54
$382K 0.16%
300
+51
55
$362K 0.15%
944
56
$360K 0.15%
1,826
+10
57
$357K 0.15%
1,807
58
$349K 0.14%
4,756
59
$345K 0.14%
1,388
-32
60
$344K 0.14%
3,394
+6
61
$338K 0.14%
8,509
-159
62
$331K 0.14%
14,646
+90
63
$313K 0.13%
1,806
+3
64
$303K 0.12%
575
-1
65
$301K 0.12%
9,293
-263
66
$288K 0.12%
815
-16
67
$285K 0.12%
5,282
-111
68
$283K 0.12%
4,145
69
$281K 0.12%
3,567
-141
70
$279K 0.11%
990
-160
71
$279K 0.11%
564
-16
72
$275K 0.11%
6,797
73
$271K 0.11%
980
-100
74
$265K 0.11%
4,174
-146
75
$260K 0.11%
1,060
1 2
3
4