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
126
$748K 0.14%
9,793
127
$724K 0.13%
8,570
-238
128
$708K 0.13%
1,983
+129
129
$703K 0.13%
+9,350
130
$702K 0.13%
10,113
131
$692K 0.13%
11,127
+8,195
132
$688K 0.13%
6,423
-574
133
$685K 0.13%
5,843
+677
134
$685K 0.13%
45,216
+45,072
135
$682K 0.13%
+16,521
136
$681K 0.13%
11,334
-617
137
$669K 0.12%
13,443
+9,568
138
$664K 0.12%
16,119
+1,812
139
$653K 0.12%
10,424
+593
140
$643K 0.12%
49,280
+9,840
141
$635K 0.12%
2,830
+107
142
$633K 0.12%
4,161
+540
143
$633K 0.12%
4,358
+371
144
$625K 0.12%
5,229
-8
145
$623K 0.12%
10,673
+36
146
$605K 0.11%
6,249
-796
147
$605K 0.11%
1,133
+41
148
$594K 0.11%
23,259
+5,464
149
$590K 0.11%
33,150
-5,640
150
$582K 0.11%
3,198
+1,566
4 5
6
7 8