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
351
$120K 0.02%
894
+72
352
$120K 0.02%
4,978
353
$120K 0.02%
2,980
354
$119K 0.02%
2,164
+2
355
$117K 0.02%
772
-13
356
$116K 0.01%
1,835
357
$115K 0.01%
4,020
358
$113K 0.01%
1,700
+300
359
$112K 0.01%
2,369
360
$111K 0.01%
3,117
+1,800
361
$111K 0.01%
4,600
-51
362
$110K 0.01%
3,912
+11
363
$106K 0.01%
4,000
364
$105K 0.01%
2,612
+2,271
365
$104K 0.01%
1,734
+1,216
366
$102K 0.01%
+18,255
367
$101K 0.01%
3,400
368
$99.2K 0.01%
1,691
369
$99K 0.01%
3,800
370
$98.9K 0.01%
1,990
371
$96.3K 0.01%
2,300
-1,499
372
$95.1K 0.01%
3,250
373
$93.7K 0.01%
1,197
+30
374
$91.9K 0.01%
600
375
$91.6K 0.01%
4,000
13 14
15
16 17