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
901
$7K ﹤0.01%
+27
902
$7K ﹤0.01%
+50
903
$7K ﹤0.01%
+324
904
$7K ﹤0.01%
+44
905
$7K ﹤0.01%
+288
906
$7K ﹤0.01%
+380
907
$7K ﹤0.01%
+100
908
$7K ﹤0.01%
+27
909
$7K ﹤0.01%
+1,001
910
$6K ﹤0.01%
+46
911
$6K ﹤0.01%
+100
912
$6K ﹤0.01%
+163
913
$6K ﹤0.01%
+12
914
$6K ﹤0.01%
+119
915
$6K ﹤0.01%
+76
916
$6K ﹤0.01%
+72
917
$6K ﹤0.01%
+36
918
$6K ﹤0.01%
+307
919
$6K ﹤0.01%
+570
920
$6K ﹤0.01%
+488
921
$6K ﹤0.01%
50
-5,179
922
$6K ﹤0.01%
+215
923
$6K ﹤0.01%
+85
924
$6K ﹤0.01%
+35
925
$6K ﹤0.01%
+100