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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
$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
76
$281K 0.1%
402
77
$279K 0.1%
900
78
$273K 0.09%
3,145
79
$270K 0.09%
2,619
+10
80
$256K 0.09%
2,904
-1,779
81
$253K 0.09%
217
-6
82
$249K 0.09%
1,604
83
$248K 0.08%
1,302
-45
84
$240K 0.08%
579
85
$240K 0.08%
+5,000
86
$237K 0.08%
686
-55
87
$233K 0.08%
900
88
$228K 0.08%
3,487
89
$227K 0.08%
726
+1
90
$225K 0.08%
+1,346
91
$224K 0.08%
598
92
$223K 0.08%
1,980
-58
93
$218K 0.07%
8,477
+20
94
$212K 0.07%
+1,038
95
$212K 0.07%
6,601
-484
96
$212K 0.07%
+1,100
97
$211K 0.07%
+1,464
98
$205K 0.07%
4,060
99
$204K 0.07%
7,072
-400
100
$203K 0.07%
3,057
+1
1 2 3
4
5