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
$261M
AUM Growth
+$24.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Sector Composition

1 Technology 9.29%
2 Industrials 3.9%
3 Financials 2.72%
4 Communication Services 2.58%
5 Consumer Discretionary 1.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-832