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
$190M
AUM Growth
+$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$1.5M
2
+$1.31M
3
+$1.23M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.04M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$956K

Top Sells

1
+$2.21M
2
+$1.37M
3
+$739K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$694K
5
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$587K

Sector Composition

1 Industrials 18.97%
2 Technology 6.61%
3 Healthcare 2.65%
4 Financials 2.64%
5 Consumer Discretionary 1.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$276K 0.14%
7,087
+326
77
$274K 0.14%
1,150
78
$274K 0.14%
6,797
79
$271K 0.14%
+5,359
80
$271K 0.14%
1,823
+37
81
$270K 0.14%
231
+7
82
$269K 0.14%
1,775
+8
83
$267K 0.14%
1,610
+62
84
$264K 0.14%
9,694
+403
85
$264K 0.14%
1,615
+13
86
$254K 0.13%
3,658
+151
87
$247K 0.13%
+1,634
88
$247K 0.13%
5,155
89
$245K 0.13%
6,941
+304
90
$239K 0.13%
+3,431
91
$237K 0.12%
+3,507
92
$235K 0.12%
+1,028
93
$232K 0.12%
+2,501
94
$232K 0.12%
+2,799
95
$231K 0.12%
14,343
+57
96
$226K 0.12%
634
+29
97
$219K 0.12%
2,717
+136
98
$219K 0.11%
463
+8
99
$213K 0.11%
1,735
+14
100
$212K 0.11%
+1,023
1 2 3
4
5