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
$175M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$28.2M
2
+$14.6M
3
+$13.9M
4
MRK icon
Merck
MRK
+$7.39M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$7.01M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 19.47%
2 Technology 10.4%
3 Healthcare 9.32%
4 Consumer Staples 5.91%
5 Communication Services 5.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$413K 0.24%
+1,038
77
$378K 0.22%
+4,893
78
$373K 0.21%
+4,936
79
$370K 0.21%
+8,854
80
$365K 0.21%
+1,723
81
$352K 0.2%
+4,915
82
$339K 0.19%
+2,980
83
$338K 0.19%
+1,796
84
$337K 0.19%
+957
85
$313K 0.18%
+4,028
86
$310K 0.18%
+14,070
87
$308K 0.18%
+648
88
$308K 0.18%
+2,677
89
$305K 0.17%
+7,894
90
$305K 0.17%
+6,149
91
$302K 0.17%
+2,297
92
$300K 0.17%
+1,383
93
$300K 0.17%
+2,925
94
$295K 0.17%
+6,527
95
$292K 0.17%
+6,712
96
$291K 0.17%
+2,191
97
$290K 0.17%
+1,651
98
$289K 0.16%
+7,394
99
$283K 0.16%
+5,155
100
$281K 0.16%
+1,417
2 3
4
5 6