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
301
$182K 0.03%
2,416
302
$170K 0.03%
5,024
303
$169K 0.03%
2,240
-2,106
304
$160K 0.02%
3,528
305
$150K 0.02%
2,526
+2,295
306
$149K 0.02%
4,828
+821
307
$144K 0.02%
+3,241
308
$138K 0.02%
1,988
-1,336
309
$137K 0.02%
5,347
+518
310
$137K 0.02%
5,174
+797
311
$137K 0.02%
1,750
-40
312
$137K 0.02%
3,627
+4
313
$134K 0.02%
3,206
314
$133K 0.02%
1,086
+18
315
$129K 0.02%
11,817
-186
316
$123K 0.02%
3,079
+82
317
$121K 0.02%
3,600
318
$120K 0.02%
3,850
319
$119K 0.02%
2,250
320
$119K 0.02%
5,098
321
$118K 0.02%
11,692
-270
322
$117K 0.02%
2,504
323
$116K 0.02%
2,314
-1,429
324
$116K 0.02%
3,232
325
$115K 0.02%
1,019
+8
11 12
13
14 15