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
276
$231K 0.03%
10,938
-1,607
277
$230K 0.03%
3,693
-1,895
278
$228K 0.03%
6,447
+55
279
$225K 0.03%
4,782
-247
280
$224K 0.03%
2,258
+2
281
$224K 0.03%
+7,369
282
$220K 0.03%
+2,507
283
$220K 0.03%
4,320
284
$217K 0.03%
3,874
-3
285
$215K 0.03%
2,938
-186
286
$213K 0.03%
3,775
+10
287
$211K 0.03%
+4,438
288
$207K 0.03%
831
+1
289
$204K 0.03%
5,663
-54
290
$203K 0.03%
3,195
+703
291
$203K 0.03%
4,735
-3,140
292
$201K 0.03%
+4,400
293
$199K 0.03%
4,621
294
$198K 0.03%
+6,761
295
$197K 0.03%
9,567
296
$195K 0.03%
3,154
297
$188K 0.03%
7,842
+460
298
$187K 0.03%
1,600
-75
299
$184K 0.03%
3,600
+500
300
$183K 0.03%
2,204
10 11
12
13 14