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
51
$3.27M 0.6%
63,246
+23,040
52
$3.2M 0.59%
37,005
-13,215
53
$3.12M 0.58%
112,910
+20,755
54
$2.57M 0.48%
19,795
+4,634
55
$2.56M 0.47%
+54,287
56
$2.52M 0.47%
50,298
+44,938
57
$2.45M 0.45%
19,254
+1,167
58
$2.39M 0.44%
+39,757
59
$2.35M 0.43%
51,045
+40,335
60
$2.32M 0.43%
16,677
+652
61
$2.1M 0.39%
64,192
-7,848
62
$2.05M 0.38%
17,262
+12,236
63
$2.02M 0.37%
7,971
+1,611
64
$1.96M 0.36%
22,234
-367
65
$1.95M 0.36%
16,257
+3,083
66
$1.9M 0.35%
12,070
-225
67
$1.85M 0.34%
38,541
+4,767
68
$1.81M 0.33%
8,519
+2,093
69
$1.79M 0.33%
32,434
+20,444
70
$1.79M 0.33%
5,862
-2,885
71
$1.74M 0.32%
19,033
+188
72
$1.72M 0.32%
14,778
+2,212
73
$1.68M 0.31%
10,651
+4,203
74
$1.63M 0.3%
29,667
+2,533
75
$1.63M 0.3%
12,731
-24,907
1 2
3
4 5