WP

WealthShield Partners Portfolio holdings

AUM $827M
1-Year Est. Return 15.07%
This Quarter Est. Return
1 Year Est. Return
+15.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$542M
AUM Growth
+$256M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
438
New
Increased
Reduced
Closed

Top Buys

1
+$14.7M
2
+$9.89M
3
+$9.72M
4
TSLA icon
Tesla
TSLA
+$9.06M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$8.82M

Top Sells

1
+$3.18M
2
+$1.37M
3
+$1.32M
4
IYG icon
iShares US Financial Services ETF
IYG
+$1.2M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.14M

Sector Composition

1 Technology 4.81%
2 Consumer Discretionary 3.99%
3 Financials 3.28%
4 Industrials 2.25%
5 Healthcare 2.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.61M 0.3%
7,714
+4,061
77
$1.59M 0.29%
+9,084
78
$1.58M 0.29%
10,672
+554
79
$1.55M 0.29%
51,393
-900
80
$1.53M 0.28%
29,671
+17,507
81
$1.53M 0.28%
17,420
+4,340
82
$1.51M 0.28%
39,426
-11,554
83
$1.49M 0.27%
75,810
84
$1.47M 0.27%
27,198
-25,417
85
$1.45M 0.27%
3,887
+506
86
$1.44M 0.27%
6,599
-45
87
$1.34M 0.25%
11,309
-129
88
$1.31M 0.24%
33,500
-5,000
89
$1.28M 0.24%
7,184
+263
90
$1.23M 0.23%
6,810
+624
91
$1.22M 0.23%
5,755
-15
92
$1.18M 0.22%
16,375
-2,500
93
$1.15M 0.21%
6,560
+4,068
94
$1.12M 0.21%
+19,149
95
$1.1M 0.2%
+11,835
96
$1.07M 0.2%
+14,539
97
$1.06M 0.2%
12,197
+4,935
98
$1.05M 0.19%
34,730
+5,693
99
$1.04M 0.19%
+11,385
100
$1.01M 0.19%
4,711
-389
2 3
4
5 6