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Home > Institutional Investor > Westshore Wealth, Llc > Profile

Instuitional Investor - Westshore Wealth, Llc

Fund Profile
Filing Period:
Fund Name: Westshore Wealth, Llc
Portfolio Value $196,049,236
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 96,967 $42,983,469 21.92%
2.
United Parcel Service Inc
 UPS 165,023 $29,580,400 15.08%
3.
Ishares Trust
 IEF 167,628 $18,127,292 9.24%
4.
Ishares Trust
 IEF 67,283 $10,619,289 5.41%
5.
Ishares Trust
 IEF 31,089 $8,555,192 4.36%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)