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

Top Sells

1
+$5.39M
2
+$2.95M
3
+$2.83M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$2M
5
FV icon
First Trust Dorsey Wright Focus 5 ETF
FV
+$1.37M

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
226
$1K ﹤0.01%
+16
227
$1K ﹤0.01%
38
-49
228
$1K ﹤0.01%
+36
229
$1K ﹤0.01%
8
230
$1K ﹤0.01%
10
231
$1K ﹤0.01%
20
232
$1K ﹤0.01%
+8
233
$1K ﹤0.01%
+46
234
$1K ﹤0.01%
+10
235
$1K ﹤0.01%
23
-178
236
– –
-1,988
237
– –
-1,510
238
– –
-86
239
$0 ﹤0.01%
+5
240
– –
-11,402
241
– –
-11,269
242
– –
-525
243
– –
-2,700
244
– –
-1,580
245
– –
-1,064
246
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-207
247
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-376
248
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-35
249
– –
-142
250
– –
-3,668
7 8 9
10
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