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
$241M
AUM Growth
+$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$3.4M
2
+$1.57M
3
+$831K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$827K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$626K

Top Sells

1
+$263K
2
+$229K
3
+$210K
4
LMT icon
Lockheed Martin
LMT
+$200K
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$161K

Sector Composition

1 Industrials 11.02%
2 Technology 7.85%
3 Financials 2.58%
4 Communication Services 1.94%
5 Consumer Discretionary 1.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$200K 0.08%
+1,864
102
$161K 0.07%
10,000
103
$85.6K 0.04%
2,205
104
– –
-442
105
– –
-2,100
106
– –
-2,109
107
– –
-1,057
1 2 3 4
5