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
251
$257K 0.05%
8,547
-642
252
$256K 0.05%
+216
253
$254K 0.05%
3,368
+242
254
$254K 0.05%
4,580
+859
255
$250K 0.05%
2,691
-2,615
256
$249K 0.05%
2,502
+384
257
$246K 0.05%
+4,031
258
$243K 0.04%
+11,473
259
$243K 0.04%
+2,139
260
$242K 0.04%
+8,063
261
$241K 0.04%
+2,256
262
$235K 0.04%
5,018
-7,837
263
$234K 0.04%
+4,500
264
$233K 0.04%
8,646
-2,360
265
$232K 0.04%
+7,000
266
$231K 0.04%
1,304
-265
267
$231K 0.04%
+2,420
268
$229K 0.04%
+3,132
269
$229K 0.04%
4,000
-364
270
$228K 0.04%
2,356
-958
271
$227K 0.04%
+5,055
272
$220K 0.04%
+4,228
273
$220K 0.04%
+817
274
$220K 0.04%
11,530
275
$219K 0.04%
+835
9 10
11
12 13