WP

WealthShield Partners Portfolio holdings

AUM $882M
1-Year Est. Return 16.21%
This Quarter Est. Return
1 Year Est. Return
+16.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$776M
AUM Growth
+$70.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
552
New
Increased
Reduced
Closed

Top Buys

1
+$5.91M
2
+$4.27M
3
+$4.05M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.43M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$3.31M

Top Sells

1
+$3.55M
2
+$2.33M
3
+$1.59M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$1.39M
5
LMT icon
Lockheed Martin
LMT
+$1.38M

Sector Composition

1 Technology 11.15%
2 Financials 5.19%
3 Communication Services 3.19%
4 Consumer Discretionary 3.16%
5 Industrials 3.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$464K 0.06%
11,450
+8,300
227
$458K 0.06%
2,910
+121
228
$449K 0.06%
19,876
+9,760
229
$448K 0.06%
8,651
+207
230
$445K 0.06%
5,634
+181
231
$441K 0.06%
11,656
-313
232
$435K 0.06%
3,951
+1,277
233
$429K 0.06%
13,932
-15
234
$425K 0.05%
+13,408
235
$412K 0.05%
8,759
+466
236
$409K 0.05%
748
+145
237
$409K 0.05%
2,038
+272
238
$403K 0.05%
4,104
+1,039
239
$397K 0.05%
6,673
-395
240
$396K 0.05%
4,697
+955
241
$390K 0.05%
2,306
-10
242
$386K 0.05%
1,170
+293
243
$372K 0.05%
886
+235
244
$372K 0.05%
6,200
+1,000
245
$371K 0.05%
1,460
+15
246
$368K 0.05%
1,199
+341
247
$365K 0.05%
2,757
+207
248
$360K 0.05%
1,339
+556
249
$353K 0.05%
2,665
+831
250
$350K 0.04%
10,807
+2,983
8 9
10
11 12