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
326
$87.3K 0.01%
860
327
$87.3K 0.01%
1,663
-632
328
$86.9K 0.01%
600
329
$85.9K 0.01%
2,488
-410
330
$83.9K 0.01%
2,300
331
$82.8K 0.01%
3,915
-1,328
332
$81.8K 0.01%
2,300
333
$79.3K 0.01%
2,006
-13
334
$79.2K 0.01%
3,313
-169
335
$76.4K 0.01%
850
-2,234
336
$75.6K 0.01%
2,816
-296
337
$69.2K 0.01%
993
338
$69.1K 0.01%
700
339
$67.8K 0.01%
1,494
+67
340
$67K 0.01%
1,485
+94
341
$67K 0.01%
896
+776
342
$65.7K 0.01%
3,223
343
$64.8K 0.01%
1,216
-61
344
$64K 0.01%
678
-398
345
$58.8K 0.01%
1,800
346
$57.1K 0.01%
10,000
347
$56.6K 0.01%
653
348
$54.5K 0.01%
369
-510
349
$53.8K 0.01%
1,274
+269
350
$51.8K 0.01%
1,416
12 13
14
15 16