We are live on ! Find out more
WW

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
$124M
AUM Growth
-$70.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$472K
2
+$307K
3
+$203K
4
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$201K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$42K

Top Sells

1
+$6.65M
2
+$4.52M
3
+$2.88M
4
AAPL icon
Apple
AAPL
+$2.69M
5
JNJ icon
Johnson & Johnson
JNJ
+$2.48M

Sector Composition

1 Industrials 25.47%
2 Technology 7.92%
3 Financials 4.5%
4 Consumer Staples 3.67%
5 Healthcare 3.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$201K 0.16%
+4,000
77
$200K 0.16%
10,328
78
$71K 0.06%
1,000
79
– –
-1,769
80
– –
-4,770
81
– –
-2,509
82
– –
-2,320
83
– –
-12,110
84
– –
-8,740
85
– –
-15,670
86
– –
-12,291
87
– –
-32,200
88
– –
-6,712
89
– –
-12,846
90
– –
-1,467
91
– –
-1,038
92
– –
-926
93
– –
-2,937
94
– –
-1,185
95
– –
-2,079
96
– –
-4,028
97
– –
-2,924
98
– –
-2,290
99
– –
-7,394
100
– –
-787
2 3
4
5 6