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
276
$219K 0.04%
+3,539
277
$216K 0.04%
+6,600
278
$216K 0.04%
+9,910
279
$214K 0.04%
+4,211
280
$213K 0.04%
3,154
+459
281
$213K 0.04%
3,601
+298
282
$213K 0.04%
+2,285
283
$212K 0.04%
+814
284
$208K 0.04%
11,494
285
$208K 0.04%
17,694
+3,936
286
$207K 0.04%
23,606
+2,824
287
$206K 0.04%
+9,409
288
$204K 0.04%
+1,346
289
$203K 0.04%
12,000
-400
290
$202K 0.04%
+5,058
291
$202K 0.04%
3,745
-4,541
292
$175K 0.03%
19,710
+66
293
$158K 0.03%
2,547
294
$141K 0.03%
4,186
295
$102K 0.02%
14,767
-36
296
$99K 0.02%
14,368
297
$74K 0.01%
14,308
298
$39K 0.01%
1,000
+320
299
$18K ﹤0.01%
410
300
– –
-984
10 11
12
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