Asset Manager
← All Institutions
Westshore Wealth, LLC
Market Value
$0
-100.0%
Holdings
103
-10
New Purchases
0
Added To
0
Closed
103
Reduced
0
Top 10 Concentration
0%
Turnover
0%
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 42 | $0 | 0% |
| Large Cap | 50 | $0 | 0% |
| Mid Cap | 5 | $0 | 0% |
| Small Cap | 3 | $0 | 0% |
| Micro Cap | 3 | $0 | 0% |
Portfolio Analytics
Avg Market Cap
$489.2B
Median Market Cap
$117.2B
Avg P/E
47.1
Median P/E
29.1
Avg Dividend Yield
0.02%
Avg Beta
1.02
# Stocks
61
# ETFs / Funds
42
Top Holdings (103 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | LVS | —% | — | — | — | -$227K | -3,488 | -100.0% | SOLD |
| 2 | LYV | —% | — | — | — | -$306K | -2,148 | -100.0% | SOLD |
| 3 | FDX | —% | — | — | — | -$200K | -694 | -100.0% | SOLD |
| 4 | NOW | —% | — | — | — | -$2M | -16,105 | -100.0% | SOLD |
| 5 | XOM | —% | — | — | — | -$232K | -1,924 | -100.0% | SOLD |
| 6 | SPOT | —% | — | — | — | -$238K | -409 | -100.0% | SOLD |
| 7 | HD | —% | — | — | — | -$359K | -1,043 | -100.0% | SOLD |
| 8 | DHR | —% | — | — | — | -$233K | -1,020 | -100.0% | SOLD |
| 9 | AJG | —% | — | — | — | -$207K | -800 | -100.0% | SOLD |
| 10 | BLK | —% | — | — | — | -$213K | -199 | -100.0% | SOLD |
| 11 | KO | —% | — | — | — | -$214K | -3,058 | -100.0% | SOLD |
| 12 | UPS | —% | — | — | — | -$9M | -91,092 | -100.0% | SOLD |
| 13 | MCK | —% | — | — | — | -$429K | -523 | -100.0% | SOLD |
| 14 | AMRX | —% | — | — | — | -$17M | -1,381,910 | -100.0% | SOLD |
| 15 | PM | —% | — | — | — | -$632K | -3,939 | -100.0% | SOLD |
| 16 | BAC-PL | —% | — | — | — | -$359K | -287 | -100.0% | SOLD |
| 17 | CAT | —% | — | — | — | -$693K | -1,210 | -100.0% | SOLD |
| 18 | CCL | —% | — | — | — | -$208K | -6,807 | -100.0% | SOLD |
| 19 | BX | —% | — | — | — | -$383K | -2,487 | -100.0% | SOLD |
| 20 | JPM | —% | — | — | — | -$619K | -1,922 | -100.0% | SOLD |
| 21 | BAC | —% | — | — | — | -$504K | -9,169 | -100.0% | SOLD |
| 22 | SCHW | —% | — | — | — | -$335K | -3,358 | -100.0% | SOLD |
| 23 | PG | —% | — | — | — | -$235K | -1,637 | -100.0% | SOLD |
| 24 | V | —% | — | — | — | -$410K | -1,168 | -100.0% | SOLD |
| 25 | PWR | —% | — | — | — | -$246K | -582 | -100.0% | SOLD |
| 26 | CIBR | —% | — | — | — | -$555K | -7,761 | -100.0% | SOLD |
| 27 | LLY | —% | — | — | — | -$221K | -206 | -100.0% | SOLD |
| 28 | HCA | —% | — | — | — | -$683K | -1,464 | -100.0% | SOLD |
| 29 | MRK | —% | — | — | — | -$367K | -3,491 | -100.0% | SOLD |
| 30 | MCD | —% | — | — | — | -$374K | -1,225 | -100.0% | SOLD |
| 31 | MUC | —% | — | — | — | -$108K | -10,163 | -100.0% | SOLD |
| 32 | IRT | —% | — | — | — | -$175K | -10,000 | -100.0% | SOLD |
| 33 | JNJ | —% | — | — | — | -$537K | -2,592 | -100.0% | SOLD |
| 34 | UNH | —% | — | — | — | -$200K | -607 | -100.0% | SOLD |
| 35 | RTX | —% | — | — | — | -$211K | -1,152 | -100.0% | SOLD |
| 36 | COST | —% | — | — | — | -$389K | -451 | -100.0% | SOLD |
| 37 | CSCO | —% | — | — | — | -$919K | -11,937 | -100.0% | SOLD |
| 38 | CVX | —% | — | — | — | -$236K | -1,550 | -100.0% | SOLD |
| 39 | IBM | —% | — | — | — | -$385K | -1,300 | -100.0% | SOLD |
| 40 | ADP | —% | — | — | — | -$252K | -980 | -100.0% | SOLD |
| 41 | AMZN | —% | — | — | — | -$2M | -8,055 | -100.0% | SOLD |
| 42 | MAR | —% | — | — | — | -$376K | -1,211 | -100.0% | SOLD |
| 43 | AAPL | —% | — | — | — | -$7M | -27,558 | -100.0% | SOLD |
| 44 | KLAC | —% | — | — | — | -$217K | -179 | -100.0% | SOLD |
| 45 | GSEW | —% | — | — | — | -$2M | -20,319 | -100.0% | SOLD |
| 46 | COIN | —% | — | — | — | -$383K | -1,694 | -100.0% | SOLD |
| 47 | IGSB | —% | — | — | — | -$300K | -5,674 | -100.0% | SOLD |
| 48 | META | —% | — | — | — | -$2M | -3,224 | -100.0% | SOLD |
| 49 | AMAT | —% | — | — | — | -$235K | -915 | -100.0% | SOLD |
| 50 | TTWO | —% | — | — | — | -$230K | -900 | -100.0% | SOLD |
| 51 | AGG | —% | — | — | — | -$338K | -3,389 | -100.0% | SOLD |
| 52 | MOAT | —% | — | — | — | -$3M | -28,562 | -100.0% | SOLD |
| 53 | IWR | —% | — | — | — | -$7M | -68,470 | -100.0% | SOLD |
| 54 | IVV | —% | — | — | — | -$530K | -774 | -100.0% | SOLD |
| 55 | PANW | —% | — | — | — | -$452K | -2,454 | -100.0% | SOLD |
| 56 | IWM | —% | — | — | — | -$14M | -58,540 | -100.0% | SOLD |
| 57 | LQD | —% | — | — | — | -$28M | -250,758 | -100.0% | SOLD |
| 58 | PEP | —% | — | — | — | -$213K | -1,487 | -100.0% | SOLD |
| 59 | SMH | —% | — | — | — | -$382K | -1,060 | -100.0% | SOLD |
| 60 | VTI | —% | — | — | — | -$1M | -3,421 | -100.0% | SOLD |
| 61 | VONV | —% | — | — | — | -$3M | -37,230 | -100.0% | SOLD |
| 62 | EEM | —% | — | — | — | -$2M | -30,986 | -100.0% | SOLD |
| 63 | GOOGL | —% | — | — | — | -$2M | -7,816 | -100.0% | SOLD |
| 64 | VGLT | —% | — | — | — | -$10M | -171,731 | -100.0% | SOLD |
| 65 | IJH | —% | — | — | — | -$236K | -3,573 | -100.0% | SOLD |
| 66 | MUB | —% | — | — | — | -$486K | -4,537 | -100.0% | SOLD |
| 67 | SBUX | —% | — | — | — | -$259K | -3,072 | -100.0% | SOLD |
| 68 | TLT | —% | — | — | — | -$501K | -5,748 | -100.0% | SOLD |
| 69 | SPY | —% | — | — | — | -$68M | -99,378 | -100.0% | SOLD |
| 70 | WMT | —% | — | — | — | -$239K | -2,142 | -100.0% | SOLD |
| 71 | VUG | —% | — | — | — | -$467K | -956 | -100.0% | SOLD |
| 72 | EFA | —% | — | — | — | -$3M | -31,400 | -100.0% | SOLD |
| 73 | VONG | —% | — | — | — | -$3M | -27,628 | -100.0% | SOLD |
| 74 | AVGO | —% | — | — | — | -$916K | -2,648 | -100.0% | SOLD |
| 75 | AOA | —% | — | — | — | -$283K | -3,155 | -100.0% | SOLD |
| 76 | IWF | —% | — | — | — | -$20M | -42,267 | -100.0% | SOLD |
| 77 | GOOG | —% | — | — | — | -$2M | -4,942 | -100.0% | SOLD |
| 78 | GLD | —% | — | — | — | -$1M | -3,530 | -100.0% | SOLD |
| 79 | IWB | —% | — | — | — | -$2M | -5,326 | -100.0% | SOLD |
| 80 | MSFT | —% | — | — | — | -$3M | -6,173 | -100.0% | SOLD |
| 81 | IHI | —% | — | — | — | -$565K | -9,092 | -100.0% | SOLD |
| 82 | QQQ | —% | — | — | — | -$494K | -804 | -100.0% | SOLD |
| 83 | NVDA | —% | — | — | — | -$9M | -45,986 | -100.0% | SOLD |
| 84 | RKLB | —% | — | — | — | -$349K | -5,000 | -100.0% | SOLD |
| 85 | TSLA | —% | — | — | — | -$364K | -809 | -100.0% | SOLD |
| 86 | VO | —% | — | — | — | -$736K | -2,537 | -100.0% | SOLD |
| 87 | VCIT | —% | — | — | — | -$758K | -9,055 | -100.0% | SOLD |
| 88 | GOVT | —% | — | — | — | -$9M | -407,358 | -100.0% | SOLD |
| 89 | VTEB | —% | — | — | — | -$797K | -15,851 | -100.0% | SOLD |
| 90 | IWD | —% | — | — | — | -$20M | -96,811 | -100.0% | SOLD |
| 91 | SCHX | —% | — | — | — | -$375K | -13,953 | -100.0% | SOLD |
| 92 | BRK-B | —% | — | — | — | -$4M | -7,403 | -100.0% | SOLD |
| 93 | VOO | —% | — | — | — | -$9M | -13,554 | -100.0% | SOLD |
| 94 | VTWO | —% | — | — | — | -$3M | -33,483 | -100.0% | SOLD |
| 95 | VYMI | —% | — | — | — | -$428K | -4,756 | -100.0% | SOLD |
| 96 | DGX | —% | — | — | — | -$226K | -1,302 | -100.0% | SOLD |
| 97 | ICF | —% | — | — | — | -$380K | -6,376 | -100.0% | SOLD |
| 98 | WFC-PL | —% | — | — | — | -$384K | -317 | -100.0% | SOLD |
| 99 | SEPW | —% | — | — | — | -$5M | -158,880 | -100.0% | SOLD |
| 100 | DECW | —% | — | — | — | -$838K | -24,699 | -100.0% | SOLD |