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WW
Westshore Wealth Portfolio holdings
AUM
$285M
1-Year Est. Return
18.12%
This Fund
S&P 500
1 Year Est. Return
+18.12%
AUM
$285M
AUM Growth
-$17.2M
(-5.7%)
Holding
115
Top Buys
| 1 | +$2.44M | |
| 2 | +$1.91M | |
| 3 | +$951K | |
| 4 |
AllianzIM U.S. Equity Buffer20 Apr ETF
APRW
|
+$877K |
| 5 |
AllianzIM U.S. Equity Buffer20 Feb ETF
FEBW
|
+$529K |
Top Sells
| 1 | +$4.78M | |
| 2 | +$2.26M | |
| 3 | +$1.35M | |
| 4 |
iShares Russell 1000 Growth ETF
IWF
|
+$1.09M |
| 5 |
SPDR Gold Trust
GLD
|
+$990K |
Sector Composition
| 1 | Healthcare | 7.18% |
| 2 | Technology | 6.71% |
| 3 | Industrials | 3.86% |
| 4 | Financials | 1.82% |
| 5 | Communication Services | 1.53% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
BlackRock MuniHoldings California Quality Fund
MUC
$1.02B
| $112K | 0.04% |
10,748
+585
|
|
||
102
Innoviz Technologies
INVZ
$129M
| $6.33K | ﹤0.01% |
+10,000
|
|
||
103
Automatic Data Processing
ADP
$87.3B
| – | – |
-980
|
|
||
104
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$22.2B
| – | – |
-5,674
|
|
||
105
iShares US Medical Devices ETF
IHI
$3.05B
| – | – |
-9,092
|
|
||
106
iShares Core S&P Mid-Cap ETF
IJH
$122B
| – | – |
-3,573
|
|
||
107
Eli Lilly
LLY
$980B
| – | – |
-206
|
|
||
108
Spotify
SPOT
$96.2B
| – | – |
-409
|
|
||
109
Take-Two Interactive
TTWO
$44.4B
| – | – |
-900
|
|
||
110
Arthur J. Gallagher & Co
AJG
$55B
| – | – |
-800
|
|
||
111
Blackrock
BLK
$163B
| – | – |
-199
|
|
||
112
Carnival Corporation Ltd
CCL
$42.8B
| – | – |
-6,807
|
|
||
113
Las Vegas Sands
LVS
$32.3B
| – | – |
-3,488
|
|
||
114
Danaher
DHR
$125B
| – | – |
-1,020
|
|
||
115
Quanta Services
PWR
$105B
| – | – |
-582
|
|