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
301
$167K 0.03%
+5,715
302
$167K 0.03%
2,109
+1,259
303
$166K 0.03%
5,024
304
$164K 0.02%
2,298
+58
305
$163K 0.02%
2,838
+312
306
$161K 0.02%
2,204
307
$149K 0.02%
1,513
-7,560
308
$148K 0.02%
2,639
+738
309
$148K 0.02%
4,450
+3,631
310
$145K 0.02%
1,265
+179
311
$145K 0.02%
2,900
+586
312
$144K 0.02%
4,791
-37
313
$139K 0.02%
4,300
+2,600
314
$139K 0.02%
2,750
+500
315
$136K 0.02%
5,363
+16
316
$133K 0.02%
5,192
+18
317
$133K 0.02%
1,988
318
$131K 0.02%
1,750
319
$131K 0.02%
3,416
+337
320
$128K 0.02%
3,206
321
$125K 0.02%
11,843
+26
322
$120K 0.02%
12,742
+1,050
323
$120K 0.02%
3,850
324
$119K 0.02%
3,600
325
$117K 0.02%
14,124
+879
11 12
13
14 15