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
251
$349K 0.04%
3,014
+630
252
$349K 0.04%
+11,271
253
$349K 0.04%
6,061
+209
254
$343K 0.04%
4,035
-1,925
255
$343K 0.04%
10,352
+5,176
256
$343K 0.04%
2,967
+145
257
$342K 0.04%
10,360
+14
258
$334K 0.04%
8,977
-2,012
259
$330K 0.04%
9,073
+6
260
$326K 0.04%
10,603
+3,088
261
$326K 0.04%
+990
262
$322K 0.04%
13,400
263
$321K 0.04%
3,430
+1,738
264
$320K 0.04%
3,114
-22,683
265
$318K 0.04%
+11,210
266
$316K 0.04%
37,443
+1,142
267
$312K 0.04%
2,125
+13
268
$311K 0.04%
1,822
-165
269
$301K 0.04%
7,329
-1,442
270
$297K 0.04%
+984
271
$296K 0.04%
11,910
+1,334
272
$288K 0.04%
9,631
273
$286K 0.04%
+1,171
274
$285K 0.04%
4,617
+634
275
$278K 0.04%
+4,054
9 10
11
12 13