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
$189M
AUM Growth
+$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
272
New
Increased
Reduced
Closed

Sector Composition

1 Consumer Staples 3.88%
2 Financials 3%
3 Technology 2.27%
4 Industrials 2.04%
5 Healthcare 1.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$17K 0.01%
291
227
$17K 0.01%
473
228
$16K 0.01%
+632
229
$15K 0.01%
+175
230
$14K 0.01%
225
231
$14K 0.01%
780
232
$13K 0.01%
+232
233
$13K 0.01%
432
234
$12K 0.01%
+306
235
$11K 0.01%
+382
236
$11K 0.01%
464
237
$11K 0.01%
+200
238
$10K 0.01%
+156
239
$9K ﹤0.01%
+73
240
$8K ﹤0.01%
+187
241
$7K ﹤0.01%
39
242
$7K ﹤0.01%
192
243
$7K ﹤0.01%
400
244
$6K ﹤0.01%
33
245
$5K ﹤0.01%
98
246
$5K ﹤0.01%
+162
247
$4K ﹤0.01%
103
248
$4K ﹤0.01%
35
249
$4K ﹤0.01%
+117
250
$3K ﹤0.01%
50
-450