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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
$293M
AUM Growth
+$32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$2.24M
3
+$1.87M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.35M
5
AUGW icon
AllianzIM U.S. Equity Buffer20 Aug ETF
AUGW
+$1.03M

Top Sells

1
+$2.39M
2
+$1.87M
3
+$745K
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$459K
5
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$382K

Sector Composition

1 Technology 9.11%
2 Healthcare 5.67%
3 Industrials 3.13%
4 Communication Services 2.52%
5 Financials 2.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$202K 0.07%
1,020
102
$200K 0.07%
+18,410
103
– –
-791
104
– –
-300
105
– –
-10,000
106
– –
-301
107
– –
-1,713
1 2 3 4
5