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
501
$3.91K ﹤0.01%
+61
502
$3.77K ﹤0.01%
+20
503
$3.5K ﹤0.01%
60
504
$3.44K ﹤0.01%
307
505
$3.44K ﹤0.01%
+128
506
$3.39K ﹤0.01%
+124
507
$3.33K ﹤0.01%
100
508
$3.28K ﹤0.01%
78
509
$3.2K ﹤0.01%
+112
510
$3.09K ﹤0.01%
29
-7
511
$3.06K ﹤0.01%
+157
512
$3.03K ﹤0.01%
38
513
$3K ﹤0.01%
+29
514
$2.8K ﹤0.01%
49
-348
515
$2.77K ﹤0.01%
75
516
$2.6K ﹤0.01%
89
517
$2.47K ﹤0.01%
10
518
$2.44K ﹤0.01%
53
519
$2.39K ﹤0.01%
70
520
$2.12K ﹤0.01%
100
521
$2.06K ﹤0.01%
30
522
$1.95K ﹤0.01%
124
523
$1.89K ﹤0.01%
91
524
$1.82K ﹤0.01%
+58
525
$1.4K ﹤0.01%
32
19 20
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