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
$664M
AUM Growth
+$43.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
510
New
Increased
Reduced
Closed

Top Sells

1 +$9.72M
2 +$3.51M
3 +$2.66M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$1.44M
5
META icon
Meta Platforms (Facebook)
META
+$1.03M

Sector Composition

1 Technology 5.87%
2 Healthcare 3.11%
3 Financials 2.96%
4 Consumer Discretionary 2.07%
5 Industrials 1.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$16.6K ﹤0.01%
689
427
$15.7K ﹤0.01%
256
428
$15.4K ﹤0.01%
1,356
429
$15.1K ﹤0.01%
423
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$15.1K ﹤0.01%
500
-31
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$14.9K ﹤0.01%
320
432
$14.6K ﹤0.01%
98
433
$14.5K ﹤0.01%
349
434
$13.4K ﹤0.01%
414
435
$13.1K ﹤0.01%
440
436
$13K ﹤0.01%
233
437
$12.9K ﹤0.01%
390
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$12.9K ﹤0.01%
+300
439
$11.7K ﹤0.01%
341
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$11.4K ﹤0.01%
500
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$10.5K ﹤0.01%
330
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$10.2K ﹤0.01%
290
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$9.34K ﹤0.01%
440
444
$9.23K ﹤0.01%
+59
445
$9.21K ﹤0.01%
123
446
$8.49K ﹤0.01%
324
447
$8.48K ﹤0.01%
130
-3,000
448
$8.28K ﹤0.01%
450
449
$8.22K ﹤0.01%
104
450
$8.21K ﹤0.01%
316
-74