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
$556M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,208
New
Increased
Reduced
Closed

Sector Composition

1 Technology 4.41%
2 Financials 3.29%
3 Consumer Discretionary 2.91%
4 Industrials 2.33%
5 Healthcare 1.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
551
$33K 0.01%
+267
552
$33K 0.01%
+126
553
$33K 0.01%
+1,000
554
$32K 0.01%
+117
555
$32K 0.01%
+386
556
$32K 0.01%
+449
557
$32K 0.01%
599
-26,599
558
$32K 0.01%
+992
559
$32K 0.01%
+441
560
$31K 0.01%
+4,495
561
$31K 0.01%
+591
562
$31K 0.01%
+2,029
563
$31K 0.01%
+1,750
564
$31K 0.01%
+394
565
$31K 0.01%
+550
566
$31K 0.01%
+1,636
567
$31K 0.01%
+958
568
$31K 0.01%
+28
569
$30K 0.01%
+236
570
$30K 0.01%
+13
571
$30K 0.01%
+700
572
$30K 0.01%
+606
573
$30K 0.01%
+1,222
574
$30K 0.01%
+123
575
$30K 0.01%
+1,310