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
401
$19.9K ﹤0.01%
814
-125
402
$19.8K ﹤0.01%
700
-75
403
$19.6K ﹤0.01%
754
-78
404
$19.4K ﹤0.01%
339
405
$19.3K ﹤0.01%
1,309
406
$18.8K ﹤0.01%
225
407
$17.8K ﹤0.01%
349
408
$17.1K ﹤0.01%
381
409
$16.8K ﹤0.01%
200
410
$16.6K ﹤0.01%
98
411
$16.2K ﹤0.01%
686
412
$15.8K ﹤0.01%
320
413
$14.2K ﹤0.01%
74
414
$13.9K ﹤0.01%
76
415
$13.4K ﹤0.01%
390
416
$13.2K ﹤0.01%
341
417
$13.1K ﹤0.01%
234
418
$12.8K ﹤0.01%
350
419
$11.8K ﹤0.01%
330
420
$11.7K ﹤0.01%
440
421
$11.1K ﹤0.01%
400
422
$10.8K ﹤0.01%
107
-9
423
$10.2K ﹤0.01%
183
424
$9.76K ﹤0.01%
263
425
$9.49K ﹤0.01%
209
-316