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
$145M
AUM Growth
-$8.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$1.98M
2
+$1.01M
3
+$488K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$463K
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$394K

Top Sells

1
+$507K
2
+$348K
3
+$331K
4
EMR icon
Emerson Electric
EMR
+$290K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$271K

Sector Composition

1 Industrials 20.56%
2 Technology 6.16%
3 Financials 3.12%
4 Healthcare 3.04%
5 Consumer Discretionary 2.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-4,742
102
– –
-3,592
103
– –
-2,383
104
– –
-9,181
105
– –
-6,797
1 2 3 4
5