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
301
– –
-715
302
– –
-40
303
– –
-512
304
– –
-90
305
– –
-200
306
– –
-3,812
307
– –
-13,740
308
– –
-14,791
309
– –
-427
310
– –
-452
311
– –
-3,262
312
– –
-51
313
– –
-5
314
– –
-40,526
315
– –
-1,293
316
– –
-24,574
317
– –
-16
318
– –
-114
319
– –
-115
320
– –
-18
321
– –
-8,740
322
– –
-856
323
– –
-3,527
324
– –
-2,988
325
– –
-652
11 12
13
14 15