WP

WealthShield Partners Portfolio holdings

AUM $827M
1-Year Est. Return 15.07%
This Quarter Est. Return
1 Year Est. Return
+15.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$179M
AUM Growth
+$32.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
296
New
Increased
Reduced
Closed

Top Sells

1 +$2.43M
2 +$2.4M
3 +$1.54M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.53M
5
BND icon
Vanguard Total Bond Market
BND
+$711K

Sector Composition

1 Consumer Staples 2.59%
2 Financials 2.33%
3 Technology 1.77%
4 Industrials 1.53%
5 Healthcare 1.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$15K 0.01%
551
227
$15K 0.01%
473
228
$14K 0.01%
232
229
$14K 0.01%
225
230
$14K 0.01%
+780
231
$13K 0.01%
432
232
$13K 0.01%
+380
233
$11K 0.01%
164
234
$11K 0.01%
+382
235
$10K 0.01%
+464
236
$10K 0.01%
200
237
$9K 0.01%
200
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$8K ﹤0.01%
73
239
$7K ﹤0.01%
508
240
$7K ﹤0.01%
192
241
$7K ﹤0.01%
400
242
$6K ﹤0.01%
33
243
$5K ﹤0.01%
98
244
$5K ﹤0.01%
167
245
$5K ﹤0.01%
162
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$5K ﹤0.01%
114
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$5K ﹤0.01%
+53
248
$5K ﹤0.01%
45
-142
249
$5K ﹤0.01%
144
+132
250
$4K ﹤0.01%
103