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
276
$87K 0.03%
785
-220
277
$86K 0.03%
+14,368
278
$85K 0.03%
2,611
+4
279
$84K 0.03%
559
-121
280
$82K 0.03%
1,293
281
$81K 0.03%
859
-284
282
$79K 0.03%
1,237
+1,000
283
$78K 0.03%
2,988
284
$78K 0.03%
1,900
285
$77K 0.03%
+984
286
$75K 0.03%
690
-185
287
$74K 0.03%
2,714
+218
288
$70K 0.02%
473
+85
289
$69K 0.02%
843
+541
290
$69K 0.02%
+14,308
291
$68K 0.02%
2,844
-1,803
292
$62K 0.02%
576
293
$62K 0.02%
1,040
+393
294
$62K 0.02%
1,748
+104
295
$60K 0.02%
2,071
296
$59K 0.02%
+652
297
$59K 0.02%
4,410
298
$58K 0.02%
1,417
299
$57K 0.02%
940
300
$54K 0.02%
856
+269
10 11
12
13 14