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
926
$6K ﹤0.01%
+19
927
$6K ﹤0.01%
+259
928
$6K ﹤0.01%
+522
929
$6K ﹤0.01%
20
-5,842
930
$6K ﹤0.01%
+192
931
$6K ﹤0.01%
+30
932
$6K ﹤0.01%
+127
933
$6K ﹤0.01%
+200
934
$6K ﹤0.01%
+400
935
$6K ﹤0.01%
+112
936
$6K ﹤0.01%
+10
937
$6K ﹤0.01%
+84
938
$6K ﹤0.01%
+530
939
$6K ﹤0.01%
+50
940
$6K ﹤0.01%
+477
941
$6K ﹤0.01%
+400
942
$5K ﹤0.01%
+101
943
$5K ﹤0.01%
+1,000
944
$5K ﹤0.01%
+50
945
$5K ﹤0.01%
+100
946
$5K ﹤0.01%
+62
947
$5K ﹤0.01%
+170
948
$5K ﹤0.01%
+100
949
$5K ﹤0.01%
+104
950
$5K ﹤0.01%
+127