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
276
$228K 0.03%
8,699
-632
277
$228K 0.03%
4,108
+913
278
$224K 0.03%
4,764
+52
279
$221K 0.03%
4,782
280
$220K 0.03%
9,602
-4,808
281
$219K 0.03%
+2,508
282
$217K 0.03%
3,689
-11,291
283
$215K 0.03%
+1,036
284
$213K 0.03%
4,463
-272
285
$213K 0.03%
2,411
-96
286
$208K 0.03%
2,983
-8,340
287
$207K 0.03%
1,079
-50
288
$206K 0.03%
2,260
+2
289
$205K 0.03%
+1,706
290
$205K 0.03%
2,938
291
$200K 0.03%
3,769
-6
292
$199K 0.03%
3,920
-400
293
$190K 0.03%
3,154
294
$189K 0.03%
6,775
+14
295
$188K 0.03%
7,842
296
$177K 0.03%
8,799
-768
297
$177K 0.03%
3,600
298
$175K 0.03%
2,416
299
$173K 0.03%
9,148
-1,790
300
$170K 0.03%
1,600
10 11
12
13 14