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
326
$116K 0.02%
3,411
327
$116K 0.02%
5,098
328
$115K 0.02%
23,047
+2,620
329
$115K 0.02%
+10,132
330
$113K 0.02%
2,504
331
$113K 0.02%
2,205
+861
332
$112K 0.02%
2,423
333
$112K 0.02%
1,027
+8
334
$111K 0.02%
5,298
+17
335
$111K 0.02%
+4,600
336
$109K 0.02%
3,232
337
$107K 0.02%
1,359
+1
338
$101K 0.02%
3,584
339
$97.2K 0.01%
2,500
340
$95.6K 0.01%
2,158
341
$95.4K 0.01%
1,256
+1,152
342
$90.9K 0.01%
2,898
343
$90.8K 0.01%
369
344
$88.7K 0.01%
689
+192
345
$87K 0.01%
541
+7
346
$86.6K 0.01%
2,952
347
$85.7K 0.01%
1,762
-86
348
$85.4K 0.01%
3,594
-23
349
$85.2K 0.01%
3,788
+39
350
$82K 0.01%
2,542
12 13
14
15 16