WW
Westshore Wealth Portfolio holdings
AUM $236M
AUM
$236M
AUM Growth
-$10.5M (-4%)
Cap. Flow
+$2.5M
Cap. Flow % of AUM
1.06%
Top 10 Holdings %Top 10 Hldgs %
72.81%
Holding
102
New
9
Increased
24
Reduced
37
Closed
8
Top Buys
| 1 | $1.63M | |
| 2 | $1.18M | |
| 3 | $759K | |
| 4 | $578K | |
| 5 | $538K |
Top Sells
| 1 | $1.27M | |
| 2 | $1.12M | |
| 3 | $413K | |
| 4 | $368K | |
| 5 | $276K |
Sector Composition
| 1 | Technology | 8.53% |
| 2 | Industrials | 4.6% |
| 3 | Financials | 2.91% |
| 4 | Communication Services | 2.31% |
| 5 | Consumer Discretionary | 1.58% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $0 | 0% | 0 -2,387 | Closed | – | |||
| $0 | 0% | 0 -6,797 | Closed | – |
