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
1101
$1K ﹤0.01%
+42
1102
$1K ﹤0.01%
+10
1103
$1K ﹤0.01%
+10
1104
$1K ﹤0.01%
+135
1105
$1K ﹤0.01%
+113
1106
$1K ﹤0.01%
+12
1107
$1K ﹤0.01%
+10
1108
$1K ﹤0.01%
+60
1109
$1K ﹤0.01%
+14
1110
$1K ﹤0.01%
+25
1111
$1K ﹤0.01%
+19
1112
$1K ﹤0.01%
+17
1113
$1K ﹤0.01%
+13
1114
$1K ﹤0.01%
+12
1115
$1K ﹤0.01%
+35
1116
$1K ﹤0.01%
+31
1117
$1K ﹤0.01%
+8
1118
$1K ﹤0.01%
+14
1119
$1K ﹤0.01%
+50
1120
$1K ﹤0.01%
+75
1121
$1K ﹤0.01%
+18
1122
$1K ﹤0.01%
+50
1123
$1K ﹤0.01%
+300
1124
$1K ﹤0.01%
+103
1125
$1K ﹤0.01%
+9