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
$175M
AUM Growth
+$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
283
New
Increased
Reduced
Closed

Sector Composition

1 Financials 2.11%
2 Consumer Staples 2.02%
3 Industrials 1.62%
4 Technology 1.44%
5 Healthcare 1.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$36K 0.02%
+1,944
177
$34K 0.02%
1,032
+600
178
$31K 0.02%
536
179
$31K 0.02%
515
180
$30K 0.02%
347
181
$30K 0.02%
1,478
182
$25K 0.01%
+259
183
$25K 0.01%
187
184
$25K 0.01%
260
185
$25K 0.01%
366
186
$24K 0.01%
+796
187
$22K 0.01%
232
188
$21K 0.01%
407
189
$21K 0.01%
306
190
$19K 0.01%
366
-170
191
$18K 0.01%
+650
192
$17K 0.01%
299
193
$17K 0.01%
255
194
$17K 0.01%
240
195
$17K 0.01%
302
196
$16K 0.01%
550
+350
197
$16K 0.01%
96
-200
198
$16K 0.01%
175
199
$15K 0.01%
232
200
$15K 0.01%
320