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
301
$217K 0.03%
+2,064
302
$216K 0.03%
4,543
+972
303
$216K 0.03%
7,387
+688
304
$215K 0.03%
4,569
305
$214K 0.03%
8,792
+175
306
$213K 0.03%
+1,725
307
$212K 0.03%
+554
308
$212K 0.03%
2,533
-339
309
$212K 0.03%
+1,003
310
$212K 0.03%
1,907
-9
311
$210K 0.03%
1,502
-128
312
$209K 0.03%
2,649
+17
313
$206K 0.03%
3,324
-195
314
$206K 0.03%
3,432
-1,367
315
$204K 0.03%
4,296
+2,584
316
$204K 0.03%
4,108
+424
317
$201K 0.03%
2,038
+136
318
$201K 0.03%
+2,308
319
$196K 0.03%
2,425
+1,122
320
$196K 0.03%
+4,294
321
$195K 0.03%
3,026
322
$194K 0.02%
4,321
+202
323
$193K 0.02%
5,602
+294
324
$192K 0.02%
10,294
+11
325
$190K 0.02%
4,955
+4,300
11 12
13
14 15