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
476
$10.6K ﹤0.01%
151
+28
477
$10.5K ﹤0.01%
156
-626
478
$10.5K ﹤0.01%
+236
479
$10.1K ﹤0.01%
159
480
$9.42K ﹤0.01%
183
481
$8.88K ﹤0.01%
232
482
$8.39K ﹤0.01%
+508
483
$8.04K ﹤0.01%
+800
484
$7.5K ﹤0.01%
374
485
$7.27K ﹤0.01%
158
486
$6.4K ﹤0.01%
58
487
$6.37K ﹤0.01%
150
488
$6.02K ﹤0.01%
200
-145
489
$5.86K ﹤0.01%
268
490
$5.77K ﹤0.01%
125
-266
491
$5.5K ﹤0.01%
248
492
$5.5K ﹤0.01%
43
-145
493
$5.34K ﹤0.01%
307
494
$5.04K ﹤0.01%
+90
495
$4.95K ﹤0.01%
+54
496
$4.65K ﹤0.01%
278
+139
497
$4.65K ﹤0.01%
98
498
$4.4K ﹤0.01%
115
499
$4.23K ﹤0.01%
180
500
$3.91K ﹤0.01%
85
18 19
20
21 22