WP

WealthShield Partners Portfolio holdings

AUM $907M
1-Year Est. Return 18.37%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.37%
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

Top Sells

1 +$9.69M
2 +$8.91M
3 +$6.17M
4
IYT icon
iShares US Transportation ETF
IYT
+$5.68M
5
TSLA icon
Tesla
TSLA
+$5.67M

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%
+437
827
$9K ﹤0.01%
+71
828
$9K ﹤0.01%
+180
829
$9K ﹤0.01%
+280
830
$9K ﹤0.01%
+205
831
$9K ﹤0.01%
+1,500
832
$9K ﹤0.01%
+350
833
$9K ﹤0.01%
+300
834
$9K ﹤0.01%
+11
835
$9K ﹤0.01%
+500
836
$9K ﹤0.01%
+42
837
$9K ﹤0.01%
+577
838
$9K ﹤0.01%
+415
839
$9K ﹤0.01%
+151
840
$9K ﹤0.01%
+300
841
$9K ﹤0.01%
+93
842
$9K ﹤0.01%
+30
843
$9K ﹤0.01%
+282
844
$9K ﹤0.01%
+257
845
$8K ﹤0.01%
6
-210
846
$8K ﹤0.01%
+52
847
$8K ﹤0.01%
+400
848
$8K ﹤0.01%
+64
849
$8K ﹤0.01%
+27
850
$8K ﹤0.01%
+170