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
401
$29.6K ﹤0.01%
+1,000
402
$29.2K ﹤0.01%
+2,009
403
$28.8K ﹤0.01%
+528
404
$26.4K ﹤0.01%
+500
405
$26.2K ﹤0.01%
+1,800
406
$26.2K ﹤0.01%
+1,454
407
$26.1K ﹤0.01%
+286
408
$25.7K ﹤0.01%
354
-8,419
409
$25.5K ﹤0.01%
+749
410
$23.2K ﹤0.01%
+1,354
411
$22.2K ﹤0.01%
+474
412
$21K ﹤0.01%
+200
413
$20K ﹤0.01%
+589
414
$19.9K ﹤0.01%
+452
415
$19.8K ﹤0.01%
+356
416
$19.1K ﹤0.01%
+750
417
$18.8K ﹤0.01%
+472
418
$18.8K ﹤0.01%
+338
419
$17.7K ﹤0.01%
+449
420
$17.2K ﹤0.01%
+531
421
$17.2K ﹤0.01%
+178
422
$17.1K ﹤0.01%
+225
423
$16.3K ﹤0.01%
+689
424
$15.6K ﹤0.01%
+1,356
425
$15.3K ﹤0.01%
+256