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
$164M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 2.16%
2 Financials 1.84%
3 Technology 1.42%
4 Healthcare 1.06%
5 Consumer Discretionary 0.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$6K ﹤0.01%
+142
202
$5K ﹤0.01%
+103
203
$5K ﹤0.01%
+41
204
$4K ﹤0.01%
+52
205
$4K ﹤0.01%
+58
206
$4K ﹤0.01%
+126
207
$4K ﹤0.01%
+1,900
208
$3K ﹤0.01%
+72
209
$3K ﹤0.01%
+45
210
$3K ﹤0.01%
+86
211
$3K ﹤0.01%
+87
212
$3K ﹤0.01%
+118
213
$2K ﹤0.01%
+40
214
$1K ﹤0.01%
+26
215
$1K ﹤0.01%
+15
216
$1K ﹤0.01%
+35
217
$1K ﹤0.01%
+8
218
$1K ﹤0.01%
+10
219
$1K ﹤0.01%
+20
220
$0 ﹤0.01%
+7
221
$0 ﹤0.01%
+8