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
276
$274K 0.04%
+3,501
277
$273K 0.04%
2,320
278
$272K 0.03%
+2,626
279
$271K 0.03%
+7,566
280
$271K 0.03%
15,813
+10,851
281
$270K 0.03%
+6,613
282
$267K 0.03%
2,358
-14
283
$266K 0.03%
+4,395
284
$262K 0.03%
1,875
+401
285
$258K 0.03%
1,117
+117
286
$258K 0.03%
12,002
-2,472
287
$255K 0.03%
1,093
+220
288
$252K 0.03%
2,000
289
$252K 0.03%
+2,159
290
$249K 0.03%
9,860
+95
291
$245K 0.03%
3,704
+296
292
$239K 0.03%
+6,050
293
$238K 0.03%
5,279
-16,614
294
$231K 0.03%
15,000
295
$227K 0.03%
+3,356
296
$226K 0.03%
+2,460
297
$225K 0.03%
+2,234
298
$221K 0.03%
+6,542
299
$221K 0.03%
2,702
+1,269
300
$217K 0.03%
+11,595
10 11
12
13 14