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
301
$54K 0.02%
700
302
$54K 0.02%
+700
303
$53K 0.02%
+357
304
$52K 0.02%
2,443
305
$48K 0.02%
700
306
$47K 0.02%
326
+56
307
$43K 0.02%
993
308
$42K 0.01%
549
309
$42K 0.01%
1,660
310
$40K 0.01%
3,012
311
$39K 0.01%
680
-200
312
$38K 0.01%
682
-31
313
$37K 0.01%
519
+57
314
$37K 0.01%
191
+152
315
$37K 0.01%
790
316
$37K 0.01%
715
317
$34K 0.01%
678
318
$33K 0.01%
270
319
$32K 0.01%
536
320
$31K 0.01%
702
-298
321
$31K 0.01%
1,682
322
$29K 0.01%
452
323
$29K 0.01%
+259
324
$28K 0.01%
938
+513
325
$26K 0.01%
191
+71
11 12
13
14 15