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
$285M
AUM Growth
+$68.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
405
New
Increased
Reduced
Closed

Sector Composition

1 Technology 5.61%
2 Financials 3.86%
3 Healthcare 3.42%
4 Consumer Staples 3.03%
5 Industrials 3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$9K ﹤0.01%
+586
352
$9K ﹤0.01%
100
353
$9K ﹤0.01%
79
-119
354
$8K ﹤0.01%
192
355
$8K ﹤0.01%
400
356
$8K ﹤0.01%
85
357
$8K ﹤0.01%
200
358
$7K ﹤0.01%
+200
359
$6K ﹤0.01%
98
360
$6K ﹤0.01%
108
361
$5K ﹤0.01%
25
362
$5K ﹤0.01%
117
363
$5K ﹤0.01%
39
-85
364
$5K ﹤0.01%
36
365
$4K ﹤0.01%
60
366
$4K ﹤0.01%
+100
367
$4K ﹤0.01%
250
368
$4K ﹤0.01%
50
369
$4K ﹤0.01%
36
370
$3K ﹤0.01%
+114
371
$3K ﹤0.01%
+508
372
$3K ﹤0.01%
35
373
$3K ﹤0.01%
90
374
$2K ﹤0.01%
51
375
$2K ﹤0.01%
71
+7