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
876
$7K ﹤0.01%
+375
877
$7K ﹤0.01%
+200
878
$7K ﹤0.01%
+239
879
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880
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881
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882
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+3,000
883
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884
$7K ﹤0.01%
+871
885
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+638
886
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887
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888
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890
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891
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892
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895
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897
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+300
898
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899
$7K ﹤0.01%
+260
900
$7K ﹤0.01%
+125