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
426
$14.8K ﹤0.01%
+359
427
$14.6K ﹤0.01%
+320
428
$14.5K ﹤0.01%
148
-2,379
429
$14.1K ﹤0.01%
+231
430
$13.9K ﹤0.01%
+349
431
$13.7K ﹤0.01%
+98
432
$13.6K ﹤0.01%
+233
433
$13.1K ﹤0.01%
+390
434
$13K ﹤0.01%
+524
435
$12.6K ﹤0.01%
+440
436
$11.3K ﹤0.01%
+414
437
$10.8K ﹤0.01%
+341
438
$10.5K ﹤0.01%
390
-21,058
439
$10.2K ﹤0.01%
+330
440
$10.1K ﹤0.01%
+290
441
$9.68K ﹤0.01%
+500
442
$9.66K ﹤0.01%
+350
443
$9.43K ﹤0.01%
+123
444
$9.35K ﹤0.01%
+440
445
$9.17K ﹤0.01%
+67
446
$8.9K ﹤0.01%
+450
447
$8.34K ﹤0.01%
+104
448
$7.72K ﹤0.01%
+324
449
$7.2K ﹤0.01%
+183
450
$6.79K ﹤0.01%
+56