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
101
$987K 0.18%
9,320
+9,235
102
$981K 0.18%
11,200
+1,460
103
$974K 0.18%
4,038
+162
104
$970K 0.18%
31,109
-11,781
105
$957K 0.18%
2,728
+540
106
$955K 0.18%
3,593
+754
107
$954K 0.18%
4,903
-82
108
$940K 0.17%
19,557
+3,453
109
$924K 0.17%
14,477
+2,105
110
$914K 0.17%
+2,495
111
$913K 0.17%
60,519
-55,267
112
$911K 0.17%
+3,801
113
$905K 0.17%
12,401
+6,038
114
$905K 0.17%
15,399
+755
115
$904K 0.17%
28,101
+71
116
$896K 0.17%
10,818
+1,176
117
$877K 0.16%
3,946
+434
118
$876K 0.16%
37,278
+1,991
119
$871K 0.16%
13,465
+4,594
120
$840K 0.16%
18,782
+3,542
121
$801K 0.15%
18,300
+2,640
122
$775K 0.14%
3,611
+277
123
$771K 0.14%
7,135
+858
124
$770K 0.14%
2,819
+467
125
$756K 0.14%
26,347
+5,981
3 4
5
6 7