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
451
$22.4K ﹤0.01%
231
452
$20.8K ﹤0.01%
225
453
$20.6K ﹤0.01%
+478
454
$20K ﹤0.01%
799
455
$19.9K ﹤0.01%
101
+25
456
$18.7K ﹤0.01%
1,309
457
$18.4K ﹤0.01%
+500
458
$18.1K ﹤0.01%
703
459
$18K ﹤0.01%
625
-75
460
$17.9K ﹤0.01%
200
461
$17.9K ﹤0.01%
+500
462
$17.8K ﹤0.01%
92
463
$16.9K ﹤0.01%
98
-435
464
$15.6K ﹤0.01%
+12,000
465
$15.5K ﹤0.01%
320
466
$14.4K ﹤0.01%
390
467
$14K ﹤0.01%
228
468
$13.8K ﹤0.01%
74
469
$13.6K ﹤0.01%
319
470
$13.4K ﹤0.01%
440
471
$12.3K ﹤0.01%
329
+235
472
$12.2K ﹤0.01%
330
473
$12K ﹤0.01%
211
474
$11.3K ﹤0.01%
+324
475
$11.1K ﹤0.01%
239
+30
17 18
19
20 21