WW
Westshore Wealth Portfolio holdings
AUM
$261M
1-Year Est. Return
12.25%
1 Year Est. Return
+12.25%
AUM
$261M
AUM Growth
+$24.3M
(+10%)
Holding
101
Top Buys
| 1 | +$2.49M | |
| 2 | +$1.02M | |
| 3 | +$916K | |
| 4 |
Vanguard Russell 1000 Growth ETF
VONG
|
+$868K |
| 5 |
Vanguard Russell 1000 Value ETF
VONV
|
+$811K |
Top Sells
| 1 | +$1.03M | |
| 2 | +$308K | |
| 3 | +$273K | |
| 4 |
SLB Ltd
SLB
|
+$272K |
| 5 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$254K |
Sector Composition
| 1 | Technology | 9.29% |
| 2 | Industrials | 3.9% |
| 3 | Financials | 2.72% |
| 4 | Communication Services | 2.58% |
| 5 | Consumer Discretionary | 1.61% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Verizon
VZ
$168B
| – | – |
-4,450
|
|