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
+$43.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
510
New
Increased
Reduced
Closed

Top Buys

1
+$11.5M
2
+$3.66M
3
+$1.74M
4
HYMB icon
SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
+$1.46M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1.39M

Top Sells

1
+$9.72M
2
+$3.51M
3
+$2.66M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$1.44M
5
META icon
Meta Platforms (Facebook)
META
+$1.03M

Sector Composition

1 Technology 5.87%
2 Healthcare 3.11%
3 Financials 2.96%
4 Consumer Discretionary 2.07%
5 Industrials 1.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$86.6K 0.01%
1,661
-330
352
$86.5K 0.01%
3,617
+600
353
$85.8K 0.01%
2,542
-1,186
354
$85.3K 0.01%
2,300
355
$81.1K 0.01%
639
356
$78.1K 0.01%
2,300
357
$74.7K 0.01%
600
358
$73.8K 0.01%
2,400
359
$73.6K 0.01%
850
360
$71.6K 0.01%
1,344
361
$67.3K 0.01%
1,467
+5
362
$67.2K 0.01%
+2,406
363
$66K 0.01%
497
+200
364
$65.1K 0.01%
1,049
365
$65.1K 0.01%
2,412
-175
366
$63.8K 0.01%
2,203
367
$63.4K 0.01%
1,530
-123
368
$63K 0.01%
1,322
-97
369
$61.9K 0.01%
+10,000
370
$61.2K 0.01%
1,500
-500
371
$59.4K 0.01%
2,207
-24
372
$58.2K 0.01%
993
373
$57.9K 0.01%
1,210
-17,619
374
$56.7K 0.01%
700
375
$55.6K 0.01%
1,700
13 14
15
16 17