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
351
$80.1K 0.01%
+1,700
352
$78.7K 0.01%
1,565
-96
353
$78.2K 0.01%
639
354
$75.3K 0.01%
2,300
355
$73.6K 0.01%
1,422
-15
356
$72.8K 0.01%
2,400
357
$72.6K 0.01%
2,132
-1,495
358
$72.1K 0.01%
600
359
$70.7K 0.01%
2,100
+500
360
$66.6K 0.01%
2,406
361
$66.3K 0.01%
2,626
-1,148
362
$66.2K 0.01%
892
+648
363
$63.7K 0.01%
847
-519
364
$60.8K 0.01%
1,010
-39
365
$60.4K 0.01%
2,207
366
$59.5K 0.01%
1,204
-6
367
$56.3K 0.01%
1,607
-693
368
$55.7K 0.01%
1,272
-195
369
$55.7K 0.01%
993
370
$53.9K 0.01%
700
371
$53.7K 0.01%
1,800
372
$53.3K 0.01%
1,600
373
$53.3K 0.01%
10,000
374
$52.4K 0.01%
762
+112
375
$52.3K 0.01%
1,503
-34
13 14
15
16 17