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
351
$50.1K 0.01%
712
352
$46.4K 0.01%
800
+300
353
$44.7K 0.01%
790
354
$44.1K 0.01%
868
+371
355
$44K 0.01%
1,222
356
$38.1K 0.01%
24,126
357
$37.3K 0.01%
547
+48
358
$37K 0.01%
1,106
359
$36.6K 0.01%
+388
360
$36.4K 0.01%
773
361
$36.1K 0.01%
263
-400
362
$35.1K 0.01%
1,105
363
$35K 0.01%
724
364
$34.5K 0.01%
810
+210
365
$34.4K 0.01%
297
366
$34.2K 0.01%
344
367
$34.2K 0.01%
1,017
368
$33.9K 0.01%
1,245
-392
369
$33.7K 0.01%
363
+1
370
$33.7K 0.01%
600
371
$33.3K 0.01%
773
+7
372
$33K 0.01%
3,411
373
$32.7K 0.01%
+640
374
$32.2K 0.01%
10,000
375
$32.2K 0.01%
652
-2,099
13 14
15
16 17