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
$175M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$28.2M
2
+$14.6M
3
+$13.9M
4
MRK icon
Merck
MRK
+$7.39M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$7.01M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 19.47%
2 Technology 10.4%
3 Healthcare 9.32%
4 Consumer Staples 5.91%
5 Communication Services 5.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$219K 0.13%
+4,730
127
$218K 0.12%
+1,695
128
$217K 0.12%
+787
129
$213K 0.12%
+27,699
130
$213K 0.12%
+957
131
$212K 0.12%
+1,769
132
$211K 0.12%
+40,255
133
$210K 0.12%
+938
134
$207K 0.12%
+3,336
135
$207K 0.12%
+2,897
136
$206K 0.12%
+1,391
137
$206K 0.12%
+2,103
138
$206K 0.12%
+7,579
139
$205K 0.12%
+3,810
140
$200K 0.11%
+6,314
141
$151K 0.09%
+183
142
$104K 0.06%
+1,000
2 3 4 5
6