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
251
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-177
252
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-2,995
253
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-515
254
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-53,319
255
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-14,629
256
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-33,950
257
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-26,105
258
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-46,100
259
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-378
260
$0 ﹤0.01%
+6
261
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-7,947
262
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-6,224
263
$0 ﹤0.01%
8
264
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-1,900
265
– –
-575
266
– –
-29,005
7 8 9 10
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