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
851
$8K ﹤0.01%
+136
852
$8K ﹤0.01%
+43
853
$8K ﹤0.01%
+400
854
$8K ﹤0.01%
+38
855
$8K ﹤0.01%
+160
856
$8K ﹤0.01%
+1,000
857
$8K ﹤0.01%
+170
858
$8K ﹤0.01%
+140
859
$8K ﹤0.01%
+75
860
$8K ﹤0.01%
+100
861
$8K ﹤0.01%
+419
862
$8K ﹤0.01%
+76
863
$8K ﹤0.01%
+203
864
$8K ﹤0.01%
+190
865
$8K ﹤0.01%
+100
866
$8K ﹤0.01%
+135
867
$8K ﹤0.01%
+1,833
868
$8K ﹤0.01%
+94
869
$8K ﹤0.01%
+56
870
$8K ﹤0.01%
+566
871
$8K ﹤0.01%
+200
872
$8K ﹤0.01%
+409
873
$8K ﹤0.01%
+500
874
$8K ﹤0.01%
+113
875
$7K ﹤0.01%
+375