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
426
$34.4K ﹤0.01%
724
427
$34.1K ﹤0.01%
1,173
+2
428
$33.2K ﹤0.01%
10,000
429
$32.5K ﹤0.01%
772
-2,796
430
$32.1K ﹤0.01%
319
-902
431
$31.8K ﹤0.01%
370
+2
432
$31.7K ﹤0.01%
717
433
$31.7K ﹤0.01%
1,183
-72
434
$31K ﹤0.01%
306
435
$30.8K ﹤0.01%
589
+336
436
$30.2K ﹤0.01%
498
-1,113
437
$29K ﹤0.01%
1,075
+3
438
$28.4K ﹤0.01%
307
+104
439
$27.7K ﹤0.01%
432
440
$27.1K ﹤0.01%
638
441
$25.9K ﹤0.01%
+317
442
$25.9K ﹤0.01%
748
-474
443
$25.3K ﹤0.01%
700
444
$25.2K ﹤0.01%
750
445
$24.9K ﹤0.01%
534
-1,170
446
$24.8K ﹤0.01%
505
447
$24.5K ﹤0.01%
472
448
$23.6K ﹤0.01%
383
449
$22.8K ﹤0.01%
+398
450
$22.4K ﹤0.01%
1,000
16 17
18
19 20