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
601
$27K ﹤0.01%
+396
602
$27K ﹤0.01%
+380
603
$27K ﹤0.01%
+932
604
$26K ﹤0.01%
+235
605
$26K ﹤0.01%
+357
606
$26K ﹤0.01%
+1,000
607
$26K ﹤0.01%
+122
608
$25K ﹤0.01%
+322
609
$25K ﹤0.01%
+176
610
$25K ﹤0.01%
+1,000
611
$25K ﹤0.01%
+481
612
$25K ﹤0.01%
+1,552
613
$25K ﹤0.01%
+1,189
614
$25K ﹤0.01%
+88
615
$25K ﹤0.01%
+169
616
$25K ﹤0.01%
+233
617
$25K ﹤0.01%
+338
618
$25K ﹤0.01%
+40
619
$25K ﹤0.01%
+2,474
620
$24K ﹤0.01%
+438
621
$24K ﹤0.01%
+50
622
$24K ﹤0.01%
+131
623
$24K ﹤0.01%
+96
624
$24K ﹤0.01%
+449
625
$24K ﹤0.01%
+175