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
$247M
AUM Growth
+$2.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$794K
2
+$776K
3
+$555K
4
META icon
Meta Platforms (Facebook)
META
+$481K
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$426K

Top Sells

1
+$1.05M
2
+$418K
3
+$279K
4
NOW icon
ServiceNow
NOW
+$228K
5
KO icon
Coca-Cola
KO
+$219K

Sector Composition

1 Technology 10.43%
2 Industrials 5.47%
3 Financials 2.62%
4 Communication Services 2.27%
5 Consumer Discretionary 1.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$385K 0.16%
4,224
+27
52
$385K 0.16%
938
-6
53
$383K 0.16%
1,374
-14
54
$381K 0.15%
20,587
+439
55
$375K 0.15%
740
56
$374K 0.15%
8,509
57
$366K 0.15%
300
58
$360K 0.15%
2,487
+7
59
$359K 0.15%
301
60
$352K 0.14%
4,591
+1,024
61
$351K 0.14%
1,836
+10
62
$342K 0.14%
848
-48
63
$341K 0.14%
14,693
+47
64
$331K 0.13%
3,417
+23
65
$323K 0.13%
4,756
66
$322K 0.13%
564
67
$321K 0.13%
6,797
68
$321K 0.13%
1,807
69
$309K 0.13%
4,145
70
$290K 0.12%
2,240
-75
71
$287K 0.12%
980
72
$287K 0.12%
815
73
$280K 0.11%
3,782
74
$268K 0.11%
9,239
-54
75
$267K 0.11%
950
1 2
3
4