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
251
$240K 0.04%
+574
252
$239K 0.04%
1,238
-7,280
253
$239K 0.04%
+7,748
254
$237K 0.04%
3,524
-1,021
255
$234K 0.04%
3,585
-193
256
$230K 0.04%
3,531
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257
$227K 0.04%
1,730
-35
258
$226K 0.04%
9,197
-519
259
$224K 0.04%
879
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260
$223K 0.04%
13,123
-4,962
261
$222K 0.04%
6,893
+4,372
262
$221K 0.04%
1,946
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263
$219K 0.04%
3,419
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264
$217K 0.04%
4,569
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265
$215K 0.03%
862
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266
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267
$211K 0.03%
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268
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269
$207K 0.03%
410
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270
$205K 0.03%
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271
$204K 0.03%
3,240
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272
$203K 0.03%
3,044
273
$194K 0.03%
3,642
-1,122
274
$187K 0.03%
5,682
275
$186K 0.03%
+10,231
9 10
11
12 13