We are live on ! Find out more
WP

WealthShield Partners Portfolio holdings

AUM $898M
1-Year Est. Return 19.38%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$374M
AUM Growth
-$265M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
804
New
Increased
Reduced
Closed

Top Buys

1
+$9.12M
2
+$8.85M
3
+$8.79M
4
XHB icon
State Street SPDR S&P Homebuilders ETF
XHB
+$8.75M
5
MGV icon
Vanguard Mega Cap Value ETF
MGV
+$6.44M

Top Sells

1
+$15M
2
+$13.4M
3
+$12.7M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$12.7M
5
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$11.9M

Sector Composition

1 Technology 6.58%
2 Financials 3.83%
3 Healthcare 2.64%
4 Communication Services 2.49%
5 Consumer Discretionary 2.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
– –
-146
352
– –
-200
353
– –
-428
354
– –
-5,023
355
– –
-522
356
– –
-375
357
– –
-1,144
358
– –
-2,379
359
– –
-1,910
360
– –
-4,036
361
– –
-1,032
362
– –
-742
363
– –
-348
364
– –
-734
365
– –
-68,214
366
– –
-2,079
367
– –
-46,004
368
– –
-3,774
369
– –
-168
370
– –
-3,935
371
– –
-64
372
– –
-544
373
– –
-871
374
– –
-541
375
– –
-3,905
13 14
15
16 17