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
251
$302K 0.05%
3,117
+428
252
$298K 0.04%
584
+2
253
$288K 0.04%
6,639
+100
254
$288K 0.04%
2,932
+222
255
$286K 0.04%
17,908
-2,626
256
$284K 0.04%
3,853
-145
257
$283K 0.04%
1,855
-121
258
$281K 0.04%
2,303
259
$280K 0.04%
4,903
-3,254
260
$278K 0.04%
4,280
261
$275K 0.04%
5,603
-210
262
$274K 0.04%
11,533
+7
263
$274K 0.04%
7,709
+1
264
$272K 0.04%
8,300
265
$269K 0.04%
2,395
+40
266
$265K 0.04%
4,099
+264
267
$263K 0.04%
4,545
268
$262K 0.04%
984
+15
269
$250K 0.04%
6,447
270
$244K 0.04%
1,167
-7,521
271
$241K 0.04%
14,511
-291
272
$236K 0.04%
4,126
+193
273
$235K 0.04%
593
274
$232K 0.03%
5,293
-1,074
275
$229K 0.03%
5,328
-352
9 10
11
12 13