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
$664M
AUM Growth
-$161K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
509
New
Increased
Reduced
Closed

Top Buys

1
+$6.35M
2
+$4.79M
3
+$3.05M
4
VUG icon
Vanguard Growth ETF
VUG
+$2.78M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$2.74M

Top Sells

1
+$8.63M
2
+$3.43M
3
+$2.3M
4
HYMB icon
SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
+$1.97M
5
ALL icon
Allstate
ALL
+$1.93M

Sector Composition

1 Technology 6.04%
2 Financials 2.96%
3 Healthcare 2.6%
4 Consumer Discretionary 2.48%
5 Communication Services 2.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$374K 0.06%
13,647
-150
227
$371K 0.06%
11,235
-275
228
$366K 0.06%
4,048
-1,400
229
$363K 0.05%
7,755
-55
230
$363K 0.05%
8,450
+5,209
231
$360K 0.05%
7,154
+326
232
$357K 0.05%
14,977
-82,543
233
$355K 0.05%
42,921
-7,983
234
$355K 0.05%
3,785
-249
235
$355K 0.05%
3,356
-712
236
$353K 0.05%
2,516
-34
237
$352K 0.05%
6,229
-603
238
$352K 0.05%
2,815
239
$346K 0.05%
1,831
240
$338K 0.05%
+3,275
241
$338K 0.05%
1,729
-10
242
$326K 0.05%
5,469
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243
$324K 0.05%
5,975
-135
244
$323K 0.05%
963
-69
245
$322K 0.05%
7,669
-171
246
$317K 0.05%
18,564
-471
247
$310K 0.05%
20,648
-1,325
248
$310K 0.05%
4,100
-164
249
$304K 0.05%
4,357
-94
250
$304K 0.05%
18,205
8 9
10
11 12