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
1201
-4,031
1202
$0 ﹤0.01%
+43
1203
$0 ﹤0.01%
+2
1204
$0 ﹤0.01%
+6
1205
$0 ﹤0.01%
+20
1206
$0 ﹤0.01%
+13
1207
-33,150
1208
$0 ﹤0.01%
+10