WW
Westshore Wealth Portfolio holdings
AUM
$261M
This Quarter Return
+8.21%
1 Year Return
+12.25%
3 Year Return
+43.97%
5 Year Return
–
10 Year Return
–
AUM
$190M
AUM Growth
+$190M
(+8.5%)
Cap. Flow
+$2.92M
Cap. Flow
% of AUM
1.54%
Top 10 Holdings %
Top 10 Hldgs %
72.93%
Holding
119
New
15
Increased
59
Reduced
24
Closed
8
Top Buys
| 1 |
VanEck Morningstar Wide Moat ETF
MOAT
|
$1.5M |
| 2 |
iShares Russell 2000 ETF
IWM
|
$1.31M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$1.23M |
| 4 |
iShares Russell 1000 Growth ETF
IWF
|
$1.04M |
| 5 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
$956K |
Top Sells
Sector Composition
| 1 | Industrials | 18.97% |
| 2 | Technology | 6.61% |
| 3 | Healthcare | 2.65% |
| 4 | Financials | 2.64% |
| 5 | Consumer Discretionary | 1.88% |
