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
201
$395K 0.07%
1,615
+295
202
$394K 0.07%
1,892
-895
203
$394K 0.07%
2,334
+409
204
$394K 0.07%
4,384
+845
205
$393K 0.07%
4,893
-1,089
206
$392K 0.07%
10,874
-18,158
207
$382K 0.07%
4,616
208
$381K 0.07%
4,200
-1,906
209
$380K 0.07%
2,347
+1,990
210
$376K 0.07%
2,066
+465
211
$371K 0.07%
5,140
-1,978
212
$367K 0.07%
4,164
+892
213
$365K 0.07%
1,764
+169
214
$363K 0.07%
3,031
+867
215
$360K 0.07%
9,780
-3,856
216
$358K 0.07%
11,517
-2,292
217
$356K 0.07%
2,216
+1,011
218
$355K 0.07%
+1,494
219
$354K 0.07%
2,081
+289
220
$351K 0.06%
3,196
-118
221
$347K 0.06%
1,274
-431
222
$344K 0.06%
16,110
+2,952
223
$339K 0.06%
9,755
+971
224
$335K 0.06%
6,138
+205
225
$331K 0.06%
+34,208
7 8
9
10 11