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
151
$577K 0.11%
2,170
+140
152
$577K 0.11%
+17,805
153
$567K 0.1%
10,817
+3,883
154
$561K 0.1%
4,663
+2,162
155
$560K 0.1%
6,591
+54
156
$558K 0.1%
8,181
+1,287
157
$557K 0.1%
1,465
+123
158
$552K 0.1%
7,060
+1,349
159
$548K 0.1%
+34,721
160
$543K 0.1%
14,089
-15,806
161
$539K 0.1%
13,154
+1,496
162
$538K 0.1%
1,969
+302
163
$538K 0.1%
24,781
-14,572
164
$538K 0.1%
5,809
+3,381
165
$535K 0.1%
10,728
-218
166
$532K 0.1%
1,601
+11
167
$518K 0.1%
+3,927
168
$518K 0.1%
+15,283
169
$517K 0.1%
3,661
+264
170
$512K 0.09%
2,094
+330
171
$508K 0.09%
10,435
+435
172
$505K 0.09%
1,536
-1
173
$496K 0.09%
9,788
-79
174
$493K 0.09%
6,191
175
$487K 0.09%
+13,910
5 6
7
8 9