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
376
$90.4K 0.01%
1,785
+19
377
$87.8K 0.01%
2,300
378
$87.5K 0.01%
2,488
+51
379
$87.3K 0.01%
598
-69
380
$87K 0.01%
1,130
-68
381
$86.9K 0.01%
+28,389
382
$86.7K 0.01%
655
383
$85.7K 0.01%
+900
384
$85.3K 0.01%
5,092
+9
385
$82.6K 0.01%
1,605
+942
386
$81.8K 0.01%
876
+198
387
$80.2K 0.01%
+1,336
388
$80.1K 0.01%
3,299
+36
389
$80K 0.01%
+70,154
390
$77.3K 0.01%
1,567
+990
391
$75.6K 0.01%
790
-1
392
$73.7K 0.01%
1,117
-199
393
$73.5K 0.01%
3,550
-179
394
$73.1K 0.01%
993
395
$71.9K 0.01%
1,710
+13
396
$70.8K 0.01%
2,633
-600
397
$70K 0.01%
+700
398
$68.5K 0.01%
+1,810
399
$67.4K 0.01%
890
-6
400
$66.4K 0.01%
+1,600
14 15
16
17 18