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
401
$65.6K 0.01%
2,092
402
$64K 0.01%
1,800
403
$63.1K 0.01%
1,234
+4
404
$62.7K 0.01%
2,266
-7
405
$62.3K 0.01%
+3,000
406
$61.6K 0.01%
1,782
-245
407
$60.6K 0.01%
653
408
$58.2K 0.01%
980
409
$55K 0.01%
790
410
$53.1K 0.01%
1,040
+400
411
$51.2K 0.01%
167
-1,600
412
$48.2K 0.01%
1,110
+555
413
$48.1K 0.01%
800
414
$47.7K 0.01%
1,038
+441
415
$44.4K 0.01%
1,881
+541
416
$43.8K 0.01%
781
-55
417
$42.5K 0.01%
360
-37
418
$41K 0.01%
1,105
419
$40.2K 0.01%
1,035
-10
420
$39.7K 0.01%
1,304
421
$39.1K 0.01%
388
422
$37.5K ﹤0.01%
920
+2
423
$36.7K ﹤0.01%
712
424
$36.6K ﹤0.01%
+1,414
425
$35.1K ﹤0.01%
600
15 16
17
18 19