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
$618M
AUM Growth
+$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
516
New
Increased
Reduced
Closed

Top Buys

1
+$8.23M
2
+$5.97M
3
+$4.99M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$3.51M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$3.27M

Top Sells

1
+$8.63M
2
+$8.08M
3
+$4.54M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$4.41M
5
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$4M

Sector Composition

1 Technology 7.68%
2 Financials 3.85%
3 Healthcare 3.73%
4 Consumer Discretionary 3.45%
5 Industrials 2.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$330K 0.05%
2,354
-42
227
$329K 0.05%
10,326
-5,452
228
$329K 0.05%
19,433
+475
229
$327K 0.05%
5,469
230
$325K 0.05%
1,846
-421
231
$314K 0.05%
2,852
-2,879
232
$314K 0.05%
7,459
233
$312K 0.05%
2,356
234
$307K 0.05%
2,068
-855
235
$307K 0.05%
2,303
236
$305K 0.05%
+12,402
237
$300K 0.05%
2,717
-85
238
$296K 0.05%
+9,045
239
$287K 0.05%
6,048
-2,108
240
$284K 0.05%
13,944
-567
241
$276K 0.04%
10,750
-3,412
242
$275K 0.04%
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243
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4,750
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244
$266K 0.04%
5,840
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245
$265K 0.04%
2,320
-100
246
$260K 0.04%
9,374
-244
247
$251K 0.04%
2,000
-15
248
$247K 0.04%
6,542
249
$243K 0.04%
2,408
-100
250
$242K 0.04%
8,139
+7,439
8 9
10
11 12