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
$656M
AUM Growth
+$38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
495
New
Increased
Reduced
Closed

Top Sells

1 +$5.56M
2 +$2.14M
3 +$1.84M
4
IQV icon
IQVIA
IQV
+$1.8M
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$1.32M

Sector Composition

1 Technology 8.93%
2 Financials 3.99%
3 Consumer Discretionary 3.14%
4 Healthcare 3%
5 Industrials 2.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$33K 0.01%
708
-65
377
$32.9K 0.01%
600
378
$32.7K 0.01%
724
379
$32.7K 0.01%
640
380
$32.5K ﹤0.01%
10,000
381
$32.3K ﹤0.01%
750
382
$32.2K ﹤0.01%
365
+2
383
$30.6K ﹤0.01%
1,162
+11
384
$29.7K ﹤0.01%
1,323
385
$28.8K ﹤0.01%
717
386
$27.7K ﹤0.01%
577
-75
387
$26.9K ﹤0.01%
308
+32
388
$26.9K ﹤0.01%
306
389
$26K ﹤0.01%
475
-12
390
$24.5K ﹤0.01%
700
391
$24.3K ﹤0.01%
505
392
$23.6K ﹤0.01%
555
393
$23.1K ﹤0.01%
674
-432
394
$23K ﹤0.01%
472
395
$22.6K ﹤0.01%
383
396
$22.5K ﹤0.01%
397
397
$22.2K ﹤0.01%
1,000
398
$22.1K ﹤0.01%
1,240
399
$22K ﹤0.01%
231
-15
400
$20.2K ﹤0.01%
596