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
876
$7K ﹤0.01%
+375
877
$7K ﹤0.01%
+200
878
$7K ﹤0.01%
+239
879
$7K ﹤0.01%
+130
880
$7K ﹤0.01%
+126
881
$7K ﹤0.01%
+3,000
882
$7K ﹤0.01%
+103
883
$7K ﹤0.01%
+871
884
$7K ﹤0.01%
+58
885
$7K ﹤0.01%
+163
886
$7K ﹤0.01%
+75
887
$7K ﹤0.01%
+166
888
$7K ﹤0.01%
+250
889
$7K ﹤0.01%
+101
890
$7K ﹤0.01%
+300
891
$7K ﹤0.01%
+112
892
$7K ﹤0.01%
+260
893
$7K ﹤0.01%
+125
894
$7K ﹤0.01%
+27
895
$7K ﹤0.01%
+27
896
$7K ﹤0.01%
+52
897
$7K ﹤0.01%
+50
898
$7K ﹤0.01%
+324
899
$7K ﹤0.01%
+44
900
$7K ﹤0.01%
+288