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
326
$26K 0.01%
+512
327
$24K 0.01%
520
-374
328
$22K 0.01%
306
329
$22K 0.01%
716
-353
330
$21K 0.01%
+374
331
$20K 0.01%
410
-80
332
$20K 0.01%
650
333
$18K 0.01%
115
+42
334
$18K 0.01%
168
-6
335
$18K 0.01%
632
336
$17K 0.01%
+360
337
$16K 0.01%
+517
338
$16K 0.01%
427
-1,801
339
$16K 0.01%
95
-118
340
$15K 0.01%
200
341
$15K 0.01%
585
342
$14K ﹤0.01%
+455
343
$13K ﹤0.01%
172
344
$12K ﹤0.01%
146
-124
345
$11K ﹤0.01%
+384
346
$10K ﹤0.01%
460
347
$10K ﹤0.01%
+913
348
$10K ﹤0.01%
400
349
$10K ﹤0.01%
47
350
$9K ﹤0.01%
291
12 13
14
15 16