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
$158M
AUM Growth
-$6.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1 +$7.68M
2 +$1.93M
3 +$1.81M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.57M
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$1.11M

Sector Composition

1 Consumer Staples 2.31%
2 Financials 2.14%
3 Industrials 1.42%
4 Technology 1.3%
5 Healthcare 1.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$7K ﹤0.01%
+161
202
$7K ﹤0.01%
508
203
$7K ﹤0.01%
205
204
$6K ﹤0.01%
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205
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207
$6K ﹤0.01%
95
-129
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$5K ﹤0.01%
+98
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$5K ﹤0.01%
+167
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$5K ﹤0.01%
66
+14
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$5K ﹤0.01%
+114
212
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+53
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103
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126
215
$5K ﹤0.01%
41
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$4K ﹤0.01%
58
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$3K ﹤0.01%
72
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$2K ﹤0.01%
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$2K ﹤0.01%
45
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40
221
$1K ﹤0.01%
26
222
$1K ﹤0.01%
15
223
$1K ﹤0.01%
+19
224
$1K ﹤0.01%
+21
225
$1K ﹤0.01%
+22