WP

WealthShield Partners Portfolio holdings

AUM $882M
1-Year Est. Return 16.21%
This Quarter Est. Return
1 Year Est. Return
+16.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$776M
AUM Growth
+$70.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
552
New
Increased
Reduced
Closed

Top Buys

1
+$5.91M
2
+$4.27M
3
+$4.05M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.43M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$3.31M

Top Sells

1
+$3.55M
2
+$2.33M
3
+$1.59M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$1.39M
5
LMT icon
Lockheed Martin
LMT
+$1.38M

Sector Composition

1 Technology 11.15%
2 Financials 5.19%
3 Communication Services 3.19%
4 Consumer Discretionary 3.16%
5 Industrials 3.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$648K 0.08%
8,568
+552
202
$618K 0.08%
24,403
+1,459
203
$616K 0.08%
57,437
+5,734
204
$613K 0.08%
2,465
+174
205
$612K 0.08%
13,679
+58
206
$595K 0.08%
6,236
-390
207
$593K 0.08%
13,568
-183
208
$576K 0.07%
+11,633
209
$573K 0.07%
1,071
-33
210
$570K 0.07%
5,569
-709
211
$568K 0.07%
11,223
-401
212
$564K 0.07%
2,220
+166
213
$537K 0.07%
1,278
-4
214
$537K 0.07%
20,415
+418
215
$519K 0.07%
3,220
+92
216
$519K 0.07%
4,451
-521
217
$518K 0.07%
12,383
-8,146
218
$515K 0.07%
16,685
-220
219
$505K 0.06%
3,166
+412
220
$503K 0.06%
20,746
-46
221
$501K 0.06%
11,801
+3,600
222
$482K 0.06%
6,649
+69
223
$475K 0.06%
5,077
+77
224
$474K 0.06%
1,831
+47
225
$466K 0.06%
1,812
+1,215
7 8
9
10 11