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
326
$186K 0.02%
1,369
+21
327
$185K 0.02%
12,191
+3
328
$183K 0.02%
8,454
+68
329
$180K 0.02%
3,255
330
$178K 0.02%
561
+202
331
$173K 0.02%
26,424
+12,077
332
$170K 0.02%
5,224
+5
333
$166K 0.02%
2,218
-280
334
$162K 0.02%
1,750
335
$161K 0.02%
7,597
336
$160K 0.02%
3,206
337
$159K 0.02%
3,279
-653
338
$156K 0.02%
3,961
-56
339
$155K 0.02%
+3,110
340
$152K 0.02%
3,912
341
$145K 0.02%
3,850
+3,500
342
$145K 0.02%
5,724
343
$138K 0.02%
3,304
+2,702
344
$136K 0.02%
1,674
-194
345
$136K 0.02%
531
-1
346
$135K 0.02%
3,538
+3,275
347
$132K 0.02%
3,500
348
$127K 0.02%
4,100
349
$125K 0.02%
3,778
+9
350
$124K 0.02%
1,617
+1,491
12 13
14
15 16