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
376
$55.5K 0.01%
1,401
-171
377
$55.3K 0.01%
1,537
+26
378
$55.1K 0.01%
1,600
379
$54.7K 0.01%
1,600
380
$54.1K 0.01%
1,800
381
$52.3K 0.01%
1,700
-1,553
382
$52.2K 0.01%
1,344
+3
383
$49.9K 0.01%
1,060
384
$48.9K 0.01%
1,761
-1,183
385
$48.2K 0.01%
650
386
$44.5K 0.01%
712
387
$43.7K 0.01%
790
388
$43.4K 0.01%
1,774
-57
389
$43.3K 0.01%
1,830
-38
390
$41.7K 0.01%
539
391
$41K 0.01%
837
+119
392
$39.5K 0.01%
526
-151
393
$38.9K 0.01%
1,758
-20,250
394
$38.8K 0.01%
542
-94
395
$38K 0.01%
311
-10
396
$36.5K 0.01%
549
397
$36K 0.01%
655
-711
398
$35.4K 0.01%
751
399
$35.3K 0.01%
145
-23
400
$32K ﹤0.01%
526
14 15
16
17 18