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
$285M
AUM Growth
+$68.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
405
New
Increased
Reduced
Closed

Top Buys

1
+$4.48M
2
+$4.03M
3
+$2.76M
4
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$2.25M
5
MMIN icon
IQ MacKay Municipal Insured ETF
MMIN
+$2.15M

Top Sells

1
+$1.62M
2
+$1.47M
3
+$1.27M
4
TZA icon
Direxion Daily Small Cap Bear 3x Shares
TZA
+$1.01M
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$539K

Sector Composition

1 Technology 5.61%
2 Financials 3.86%
3 Healthcare 3.42%
4 Consumer Staples 3.03%
5 Industrials 3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$161K 0.06%
+10,199
252
$160K 0.06%
+10,142
253
$159K 0.06%
2,695
+408
254
$159K 0.06%
2,932
+236
255
$156K 0.05%
+19,644
256
$156K 0.05%
+20,782
257
$145K 0.05%
+13,758
258
$138K 0.05%
1,036
+703
259
$138K 0.05%
3,381
260
$138K 0.05%
+14,783
261
$135K 0.05%
1,277
+235
262
$134K 0.05%
4,976
263
$131K 0.05%
5,759
-412
264
$131K 0.05%
4,770
-1,391
265
$131K 0.05%
4,336
+1,774
266
$129K 0.05%
12,400
267
$125K 0.04%
1,112
268
$123K 0.04%
12,246
+1,547
269
$120K 0.04%
3,527
-9
270
$120K 0.04%
1,976
-589
271
$119K 0.04%
4,186
272
$112K 0.04%
+3,812
273
$109K 0.04%
1,798
+20
274
$95K 0.03%
+14,803
275
$95K 0.03%
1,858
9 10
11
12 13