WW

Westshore Wealth Portfolio holdings

AUM $293M
1-Year Est. Return 13.84%
This Quarter Est. Return
1 Year Est. Return
+13.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$149M
AUM Growth
+$2.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$1.43M
2 +$710K
3 +$707K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$700K
5
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$579K

Top Sells

1 +$823K
2 +$383K
3 +$372K
4
DGX icon
Quest Diagnostics
DGX
+$231K
5
TSLA icon
Tesla
TSLA
+$227K

Sector Composition

1 Industrials 25.08%
2 Technology 8.22%
3 Financials 4.23%
4 Healthcare 3.2%
5 Consumer Staples 3.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-10,700