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
$705M
AUM Growth
-$33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
519
New
Increased
Reduced
Closed

Top Buys

1
+$8.19M
2
+$2.46M
3
+$2.34M
4
VTV icon
Vanguard Value ETF
VTV
+$2M
5
MDYV icon
SPDR S&P 400 Mid Cap Value ETF
MDYV
+$1.68M

Top Sells

1
+$4.32M
2
+$3.39M
3
+$3.33M
4
AMGN icon
Amgen
AMGN
+$3.04M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$2.99M

Sector Composition

1 Technology 10.23%
2 Financials 4.24%
3 Consumer Discretionary 3.28%
4 Communication Services 3.22%
5 Industrials 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$89.1K 0.01%
1,766
-97
352
$89.1K 0.01%
2,437
-2,437
353
$87.7K 0.01%
5,083
+50
354
$85.9K 0.01%
1,400
-1,000
355
$84.8K 0.01%
4,962
-3,487
356
$84.7K 0.01%
1,704
+219
357
$83.5K 0.01%
3,233
+2,479
358
$82.8K 0.01%
1,316
359
$81.1K 0.01%
1,712
360
$78.6K 0.01%
3,729
+2
361
$77.9K 0.01%
993
362
$76.4K 0.01%
+3,263
363
$75.9K 0.01%
896
364
$73.6K 0.01%
791
+1
365
$71.5K 0.01%
+2,027
366
$70K 0.01%
1,697
-664
367
$69.6K 0.01%
10,000
368
$67.5K 0.01%
653
369
$67.2K 0.01%
1,230
+5
370
$66.9K 0.01%
702
371
$65.7K 0.01%
2,092
-526
372
$64.2K 0.01%
1,800
373
$62.6K 0.01%
2,273
374
$58K 0.01%
678
-420
375
$57.9K 0.01%
+1,112
13 14
15
16 17