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
301
$124K 0.02%
3,917
-923
302
$124K 0.02%
2,160
+2
303
$123K 0.02%
1,221
-1,249
304
$123K 0.02%
2,584
-2,198
305
$121K 0.02%
4,031
-889
306
$120K 0.02%
5,058
307
$119K 0.02%
1,253
-701
308
$118K 0.02%
3,150
-5,150
309
$116K 0.02%
2,484
310
$113K 0.02%
12,550
+496
311
$113K 0.02%
+2,494
312
$113K 0.02%
4,600
313
$112K 0.02%
20,238
+8
314
$111K 0.02%
3,584
315
$110K 0.02%
10,564
-1,077
316
$110K 0.02%
+1,914
317
$109K 0.02%
+1,933
318
$108K 0.02%
359
-10
319
$99.7K 0.02%
2,317
+1,167
320
$99.4K 0.02%
807
-220
321
$96.3K 0.02%
+13,465
322
$89.4K 0.01%
1,743
-13
323
$89.3K 0.01%
1,263
+253
324
$88.4K 0.01%
+655
325
$88.2K 0.01%
4,985
+200
11 12
13
14 15