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
$542M
AUM Growth
+$256M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
438
New
Increased
Reduced
Closed

Top Buys

1
+$14.7M
2
+$9.89M
3
+$9.72M
4
TSLA icon
Tesla
TSLA
+$9.06M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$8.82M

Top Sells

1
+$3.18M
2
+$1.37M
3
+$1.32M
4
IYG icon
iShares US Financial Services ETF
IYG
+$1.2M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.14M

Sector Composition

1 Technology 4.81%
2 Consumer Discretionary 3.99%
3 Financials 3.28%
4 Industrials 2.25%
5 Healthcare 2.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$329K 0.06%
+1,402
227
$326K 0.06%
1,418
+470
228
$320K 0.06%
3,858
+194
229
$320K 0.06%
+16,487
230
$319K 0.06%
3,833
-896
231
$317K 0.06%
8,224
232
$314K 0.06%
580
+87
233
$311K 0.06%
19,481
-3,191
234
$305K 0.06%
1,310
-48
235
$301K 0.06%
1,374
-36
236
$300K 0.06%
5,730
-848
237
$295K 0.05%
2,980
+79
238
$295K 0.05%
+1,919
239
$294K 0.05%
5,618
+1,000
240
$289K 0.05%
4,741
-21,576
241
$281K 0.05%
1,665
+29
242
$278K 0.05%
911
+1
243
$278K 0.05%
12,776
+37
244
$277K 0.05%
18,337
245
$273K 0.05%
4,464
+4,090
246
$270K 0.05%
3,287
+103
247
$264K 0.05%
+10,746
248
$263K 0.05%
13,455
+3,313
249
$263K 0.05%
1,952
-187
250
$260K 0.05%
12,898
+13
8 9
10
11 12