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
$608M
AUM Growth
-$56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
517
New
Increased
Reduced
Closed

Top Buys

1 +$3.15M
2 +$3.03M
3 +$1.98M
4
AMD icon
Advanced Micro Devices
AMD
+$1.96M
5
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$1.96M

Sector Composition

1 Technology 7.28%
2 Financials 3.82%
3 Healthcare 3.44%
4 Consumer Discretionary 3.09%
5 Industrials 2.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$24K ﹤0.01%
246
402
$22.9K ﹤0.01%
1,254
403
$22.3K ﹤0.01%
775
404
$22.1K ﹤0.01%
848
-1,778
405
$21.7K ﹤0.01%
1,240
406
$21.4K ﹤0.01%
452
407
$20.8K ﹤0.01%
700
-2,252
408
$19.1K ﹤0.01%
617
+117
409
$19.1K ﹤0.01%
1,309
410
$18.5K ﹤0.01%
225
411
$18.1K ﹤0.01%
308
412
$17.2K ﹤0.01%
689
413
$17.1K ﹤0.01%
686
+362
414
$16.1K ﹤0.01%
98
415
$16.1K ﹤0.01%
256
416
$16K ﹤0.01%
423
417
$16K ﹤0.01%
200
-50
418
$15.9K ﹤0.01%
+304
419
$15.6K ﹤0.01%
320
420
$15.6K ﹤0.01%
349
421
$15.6K ﹤0.01%
1,356
422
$15.1K ﹤0.01%
272
-192
423
$14.6K ﹤0.01%
244
424
$14.5K ﹤0.01%
662
425
$14.5K ﹤0.01%
414