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
276
$186K 0.03%
812
-699
277
$184K 0.03%
6,699
278
$178K 0.03%
2,697
-186
279
$175K 0.03%
2,179
-665
280
$175K 0.03%
1,331
+1
281
$174K 0.03%
4,809
282
$174K 0.03%
8,227
-515
283
$170K 0.03%
7,856
-1,795
284
$170K 0.03%
5,272
-1,046
285
$163K 0.03%
11,554
-246
286
$158K 0.03%
1,750
287
$157K 0.03%
1,850
+51
288
$156K 0.03%
3,708
-12,722
289
$153K 0.02%
2,400
290
$152K 0.02%
632
291
$151K 0.02%
3,501
-278
292
$149K 0.02%
3,206
293
$149K 0.02%
+5,724
294
$144K 0.02%
532
-34
295
$139K 0.02%
3,232
296
$139K 0.02%
2,122
-11,900
297
$132K 0.02%
5,684
+5,611
298
$130K 0.02%
2,244
+2,123
299
$130K 0.02%
818
300
$125K 0.02%
4,900
+2,500
10 11
12
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