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Westshore Wealth Portfolio holdings

AUM $285M
1-Year Est. Return 18.12%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$293M
AUM Growth
+$32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$2.24M
3
+$1.87M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.35M
5
AUGW icon
AllianzIM U.S. Equity Buffer20 Aug ETF
AUGW
+$1.03M

Top Sells

1
+$2.39M
2
+$1.87M
3
+$745K
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$459K
5
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$382K

Sector Composition

1 Technology 9.11%
2 Healthcare 5.67%
3 Industrials 3.13%
4 Communication Services 2.52%
5 Financials 2.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$479K 0.16%
1,402
+1
52
$478K 0.16%
2,577
-23
53
$464K 0.16%
8,987
+651
54
$459K 0.16%
5,736
+108
55
$453K 0.15%
2,650
-84
56
$441K 0.15%
1,088
-18
57
$440K 0.15%
475
58
$433K 0.15%
2,820
+4
59
$433K 0.15%
1,425
60
$428K 0.15%
13,532
61
$423K 0.14%
1,500
-200
62
$404K 0.14%
523
-31
63
$403K 0.14%
4,756
64
$394K 0.13%
886
65
$389K 0.13%
6,315
-1,806
66
$384K 0.13%
1,859
+8
67
$366K 0.13%
13,911
-871
68
$351K 0.12%
2,148
-45
69
$346K 0.12%
1,060
70
$346K 0.12%
4,121
-154
71
$343K 0.12%
4,060
-55
72
$340K 0.12%
3,389
+1
73
$337K 0.12%
3,528
-224
74
$322K 0.11%
1,238
-103
75
$288K 0.1%
980
1 2
3
4 5