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
176
$481K 0.09%
3,211
+9
177
$477K 0.09%
4,392
-447
178
$474K 0.09%
5,205
+910
179
$472K 0.09%
2,631
+439
180
$470K 0.09%
2,306
-132
181
$469K 0.09%
2,944
+268
182
$462K 0.09%
4,012
+941
183
$453K 0.08%
905
+67
184
$452K 0.08%
+9,012
185
$451K 0.08%
4,101
+901
186
$450K 0.08%
7,249
+2,400
187
$446K 0.08%
10,157
-2,569
188
$444K 0.08%
5,985
+1,730
189
$438K 0.08%
3,777
+686
190
$432K 0.08%
6,000
191
$428K 0.08%
5,142
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192
$427K 0.08%
7,073
-26
193
$426K 0.08%
7,783
+1,790
194
$421K 0.08%
1,343
-174
195
$421K 0.08%
8,232
+3,072
196
$417K 0.08%
+6,097
197
$416K 0.08%
9,341
+2,027
198
$416K 0.08%
5,386
+182
199
$409K 0.08%
7,951
+1,477
200
$398K 0.07%
557
+118
6 7
8
9 10