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
$542M
AUM Growth
+$256M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
438
New
Increased
Reduced
Closed

Top Buys

1
+$14.7M
2
+$9.89M
3
+$9.72M
4
TSLA icon
Tesla
TSLA
+$9.06M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$8.82M

Top Sells

1
+$3.18M
2
+$1.37M
3
+$1.32M
4
IYG icon
iShares US Financial Services ETF
IYG
+$1.2M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.14M

Sector Composition

1 Technology 4.81%
2 Consumer Discretionary 3.99%
3 Financials 3.28%
4 Industrials 2.25%
5 Healthcare 2.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.92M 1.09%
46,452
+32,526
27
$5.76M 1.06%
197,645
+1,757
28
$5.74M 1.06%
66,558
+62,368
29
$5.68M 1.05%
+103,084
30
$5.65M 1.04%
91,123
+71,188
31
$5.61M 1.04%
50,963
+50,178
32
$5.53M 1.02%
63,596
+31,328
33
$5.39M 0.99%
118,592
+76,063
34
$4.79M 0.88%
24,585
+22,312
35
$4.71M 0.87%
13,319
+12,368
36
$4.71M 0.87%
21,155
+3,767
37
$4.6M 0.85%
28,220
+10,940
38
$4.58M 0.84%
126,252
+81,572
39
$4.57M 0.84%
49,719
+6,799
40
$4.52M 0.83%
57,062
+55,264
41
$4.39M 0.81%
27,290
+26,817
42
$4.15M 0.77%
46,836
-2,591
43
$4.15M 0.77%
29,157
+22,281
44
$4.03M 0.74%
71,612
+64,018
45
$3.92M 0.72%
49,045
-3,970
46
$3.87M 0.71%
125,812
+2,307
47
$3.85M 0.71%
16,601
+6,470
48
$3.83M 0.71%
76,644
+29,484
49
$3.51M 0.65%
64,338
+28,290
50
$3.35M 0.62%
119,512
+111,020
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