WP

WealthShield Partners Portfolio holdings

AUM $882M
1-Year Est. Return 16.21%
This Fund
S&P 500
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
826
$9K ﹤0.01%
+1,500
827
$9K ﹤0.01%
+350
828
$9K ﹤0.01%
+42
829
$9K ﹤0.01%
+577
830
$9K ﹤0.01%
+415
831
$9K ﹤0.01%
+151
832
$9K ﹤0.01%
+300
833
$9K ﹤0.01%
+39
834
$9K ﹤0.01%
+192
835
$9K ﹤0.01%
+1,000
836
$9K ﹤0.01%
+300
837
$9K ﹤0.01%
+11
838
$9K ﹤0.01%
+500
839
$9K ﹤0.01%
+207
840
$9K ﹤0.01%
+125
841
$9K ﹤0.01%
+93
842
$9K ﹤0.01%
+30
843
$9K ﹤0.01%
+282
844
$9K ﹤0.01%
+257
845
$8K ﹤0.01%
+52
846
$8K ﹤0.01%
+400
847
$8K ﹤0.01%
+64
848
$8K ﹤0.01%
+27
849
$8K ﹤0.01%
+170
850
$8K ﹤0.01%
+140