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
1101
$1K ﹤0.01%
+21
1102
$1K ﹤0.01%
+16
1103
$1K ﹤0.01%
+25
1104
$1K ﹤0.01%
+15
1105
$1K ﹤0.01%
+6
1106
$1K ﹤0.01%
+2
1107
$1K ﹤0.01%
+13
1108
$1K ﹤0.01%
+52
1109
$1K ﹤0.01%
+18
1110
$1K ﹤0.01%
+50
1111
$1K ﹤0.01%
+300
1112
$1K ﹤0.01%
+103
1113
$1K ﹤0.01%
+9
1114
$1K ﹤0.01%
+15
1115
$1K ﹤0.01%
+30
1116
$1K ﹤0.01%
+8
1117
$1K ﹤0.01%
+21
1118
$1K ﹤0.01%
+312
1119
$1K ﹤0.01%
+7
1120
$1K ﹤0.01%
+6
1121
$1K ﹤0.01%
+16
1122
$1K ﹤0.01%
+10
1123
$1K ﹤0.01%
+296
1124
$1K ﹤0.01%
+42
1125
$1K ﹤0.01%
+10