WW

Westshore Wealth Portfolio holdings

AUM $261M
1-Year Est. Return 12.25%
This Quarter Est. Return
1 Year Est. Return
+12.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$124M
AUM Growth
-$70.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$444K
2
+$306K
3
+$215K
4
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$201K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$41.6K

Top Sells

1
+$6.57M
2
+$4.52M
3
+$2.79M
4
AAPL icon
Apple
AAPL
+$2.58M
5
JNJ icon
Johnson & Johnson
JNJ
+$2.35M

Sector Composition

1 Industrials 25.47%
2 Technology 7.92%
3 Financials 4.5%
4 Consumer Staples 3.67%
5 Healthcare 3.37%
Name Market Value Portfolio Weight Shares or Principal Change
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