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
1
$19.3M 3.57%
51,530
+13,213
2
$17.8M 3.29%
207,276
+114,947
3
$15.1M 2.78%
43,869
+42,657
4
$15M 2.77%
108,828
+70,370
5
$14.2M 2.62%
521,298
+323,854
6
$12.2M 2.26%
103,458
+52,242
7
$11.5M 2.12%
416,286
+258,855
8
$10.9M 2.02%
244,247
+87,296
9
$10.3M 1.9%
77,519
+23,147
10
$10M 1.85%
42,594
+38,496
11
$9.92M 1.83%
458,108
+324,105
12
$8.96M 1.65%
213,464
+117,959
13
$8.48M 1.56%
83,990
+27,916
14
$8.34M 1.54%
151,143
+103,533
15
$7.93M 1.46%
38,943
16
$7.76M 1.43%
241,834
+219,723
17
$7.7M 1.42%
113,362
+85,157
18
$7.51M 1.39%
53,184
+10,572
19
$7.24M 1.34%
104,756
+59,690
20
$6.81M 1.26%
48,345
+42,358
21
$6.6M 1.22%
56,291
+16,344
22
$6.17M 1.14%
+95,860
23
$6.14M 1.13%
38,041
+21,696
24
$6.03M 1.11%
69,508
-125
25
$5.98M 1.1%
54,748
+54,698
1
2 3 4 5