WW

Westshore Wealth Portfolio holdings

AUM $302M
1-Year Est. Return 16.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$241M
AUM Growth
+$305K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$1.47M
2
+$1.09M
3
+$812K
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$627K
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$475K

Top Sells

1
+$1.52M
2
+$623K
3
+$535K
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$527K
5
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$465K

Sector Composition

1 Industrials 10.11%
2 Technology 8.55%
3 Financials 2.45%
4 Communication Services 2.03%
5 Consumer Discretionary 1.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-4,550
102
– –
-2,330
103
– –
-1,100
104
– –
-1,266
105
– –
-2,205
106
– –
-1,142
107
– –
-1,864
1 2 3 4
5