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
$217M
AUM Growth
+$36.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Sells

1 +$635K
2 +$338K
3 +$292K
4
TSLA icon
Tesla
TSLA
+$288K
5
PFE icon
Pfizer
PFE
+$255K

Sector Composition

1 Industrials 12.87%
2 Technology 6.14%
3 Financials 2.42%
4 Communication Services 1.87%
5 Consumer Discretionary 1.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-7,695
102
-1,438
103
-8,704