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WW

Westshore Wealth Portfolio holdings

AUM $285M
1-Year Est. Return 18.12%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$180M
AUM Growth
-$15.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$5.59M
2
+$3.07M
3
+$2.21M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$821K
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$475K

Top Sells

1
+$7.05M
2
+$1.61M
3
+$936K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$598K
5
ICVT icon
iShares Convertible Bond ETF
ICVT
+$490K

Sector Composition

1 Industrials 15.2%
2 Technology 6.41%
3 Financials 2.56%
4 Communication Services 2.06%
5 Consumer Discretionary 2.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-2,635
102
– –
-5,424
103
– –
-10,127
104
– –
-127,397
105
– –
-6,728
106
– –
-5,650
107
– –
-2,312
108
– –
-6,889
109
– –
-441
110
– –
-7,865
1 2 3 4
5