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
$776M
AUM Growth
+$70.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
552
New
Increased
Reduced
Closed

Top Buys

1
+$5.91M
2
+$4.27M
3
+$4.05M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.43M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$3.31M

Top Sells

1
+$3.55M
2
+$2.33M
3
+$1.59M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$1.39M
5
LMT icon
Lockheed Martin
LMT
+$1.38M

Sector Composition

1 Technology 11.15%
2 Financials 5.19%
3 Communication Services 3.19%
4 Consumer Discretionary 3.16%
5 Industrials 3.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.49M 0.19%
9,531
+3,920
127
$1.45M 0.19%
17,570
+400
128
$1.45M 0.19%
35,786
-1,274
129
$1.44M 0.18%
20,028
+2,780
130
$1.42M 0.18%
7,112
+2,394
131
$1.4M 0.18%
27,633
-422
132
$1.4M 0.18%
3,127
-3,095
133
$1.37M 0.18%
24,278
+776
134
$1.37M 0.18%
19,485
+17,485
135
$1.35M 0.17%
27,307
+6,596
136
$1.33M 0.17%
34,796
+185
137
$1.33M 0.17%
26,875
+1,562
138
$1.28M 0.16%
55,896
+18,944
139
$1.28M 0.16%
28,345
+7,969
140
$1.27M 0.16%
36,387
-702
141
$1.27M 0.16%
+4,041
142
$1.24M 0.16%
17,751
+540
143
$1.2M 0.15%
10,127
+1,977
144
$1.2M 0.15%
13,259
+2,786
145
$1.18M 0.15%
10,899
-544
146
$1.18M 0.15%
20,248
+6,359
147
$1.16M 0.15%
33,510
-7,275
148
$1.16M 0.15%
9,672
149
$1.15M 0.15%
17,702
+437
150
$1.14M 0.15%
31,497
+2,300
4 5
6
7 8