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
$620M
AUM Growth
+$98.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
494
New
Increased
Reduced
Closed

Top Sells

1 +$8.23M
2 +$6.54M
3 +$3.99M
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$2.92M
5
VONV icon
Vanguard Russell 1000 Value ETF
VONV
+$2.26M

Sector Composition

1 Technology 5.48%
2 Healthcare 3.14%
3 Financials 2.7%
4 Consumer Discretionary 1.89%
5 Communication Services 1.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$51.2K 0.01%
+1,600
377
$50.7K 0.01%
+1,341
378
$50K 0.01%
+1,511
379
$49.4K 0.01%
+677
380
$48.6K 0.01%
+650
381
$47.6K 0.01%
+1,060
382
$44.8K 0.01%
+790
383
$44.8K 0.01%
+766
384
$44.5K 0.01%
+1,868
385
$44.3K 0.01%
+1,831
386
$43.9K 0.01%
+636
387
$40.6K 0.01%
+712
388
$39K 0.01%
+321
389
$38.9K 0.01%
+641
390
$38.5K 0.01%
+297
391
$38.4K 0.01%
539
-12,297
392
$37.8K 0.01%
168
-4,081
393
$37.3K 0.01%
+549
394
$36.1K 0.01%
+751
395
$35.3K 0.01%
+718
396
$33.6K 0.01%
+161
397
$31.5K 0.01%
+768
398
$31.4K 0.01%
+1,105
399
$31.3K 0.01%
+526
400
$29.8K ﹤0.01%
+724