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
426
$9.44K ﹤0.01%
126
427
$9.42K ﹤0.01%
159
428
$8.86K ﹤0.01%
232
429
$8.65K ﹤0.01%
123
430
$8.38K ﹤0.01%
147
+27
431
$7.9K ﹤0.01%
593
+143
432
$7.46K ﹤0.01%
418
433
$7.44K ﹤0.01%
25
434
$6.22K ﹤0.01%
150
435
$6.17K ﹤0.01%
283
436
$5.82K ﹤0.01%
58
437
$5.74K ﹤0.01%
268
438
$4.3K ﹤0.01%
180
439
$4.29K ﹤0.01%
115
440
$4.28K ﹤0.01%
95
+35
441
$4.07K ﹤0.01%
93
442
$3.89K ﹤0.01%
85
443
$3.73K ﹤0.01%
36
444
$3.55K ﹤0.01%
307
-434
445
$3.43K ﹤0.01%
60
-3
446
$3.38K ﹤0.01%
78
447
$3.19K ﹤0.01%
+95
448
$2.96K ﹤0.01%
38
449
$2.71K ﹤0.01%
87
450
$2.57K ﹤0.01%
70