WW
Westshore Wealth Portfolio holdings
AUM
$261M
This Quarter Return
-3.85%
1 Year Return
+12.25%
3 Year Return
+43.97%
5 Year Return
–
10 Year Return
–
AUM
$124M
AUM Growth
+$124M
(-36%)
Cap. Flow
-$63.2M
Cap. Flow
% of AUM
-51.04%
Top 10 Holdings %
Top 10 Hldgs %
71.42%
Holding
143
New
4
Increased
10
Reduced
54
Closed
65
Top Buys
| 1 |
NVIDIA
NVDA
|
$887K |
| 2 |
iShares US Medical Devices ETF
IHI
|
$457K |
| 3 |
Best Buy
BBY
|
$444K |
| 4 |
GE Aerospace
GE
|
$306K |
| 5 |
Marriott International Class A Common Stock
MAR
|
$215K |
Top Sells
| 1 |
Merck
MRK
|
$6.57M |
| 2 |
Walt Disney
DIS
|
$4.52M |
| 3 |
Microsoft
MSFT
|
$2.79M |
| 4 |
Apple
AAPL
|
$2.58M |
| 5 |
Johnson & Johnson
JNJ
|
$2.35M |
Sector Composition
| 1 | Industrials | 25.47% |
| 2 | Technology | 7.92% |
| 3 | Financials | 4.5% |
| 4 | Consumer Staples | 3.67% |
| 5 | Healthcare | 3.37% |
