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
+$43.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
510
New
Increased
Reduced
Closed

Top Buys

1
+$11.5M
2
+$3.66M
3
+$1.74M
4
HYMB icon
SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
+$1.46M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1.39M

Top Sells

1
+$9.72M
2
+$3.51M
3
+$2.66M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$1.44M
5
META icon
Meta Platforms (Facebook)
META
+$1.03M

Sector Composition

1 Technology 5.87%
2 Healthcare 3.11%
3 Financials 2.96%
4 Consumer Discretionary 2.07%
5 Industrials 1.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$306K 0.05%
1,244
-162
252
$300K 0.05%
3,998
-23
253
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2,689
-508
254
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255
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256
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5,813
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257
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3,205
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258
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259
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260
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4,545
261
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8,300
262
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4,633
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264
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265
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266
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270
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4,280
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271
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969
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1,129
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273
$237K 0.04%
1,796
-63
274
$233K 0.04%
+593
275
$232K 0.03%
4,712
-46
9 10
11
12 13