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
376
$51.8K 0.01%
1,700
377
$43.7K 0.01%
1,837
+7
378
$42.3K 0.01%
1,145
-199
379
$41.8K 0.01%
712
380
$41.4K 0.01%
935
+98
381
$41.3K 0.01%
1,781
+7
382
$40.8K 0.01%
539
383
$40.7K 0.01%
+2,420
384
$39.7K 0.01%
790
385
$39K 0.01%
825
-497
386
$35K 0.01%
773
+22
387
$34.9K 0.01%
549
388
$33.1K 0.01%
766
+4
389
$32.6K ﹤0.01%
295
+130
390
$32.6K ﹤0.01%
311
391
$31.8K ﹤0.01%
1,800
392
$31.4K ﹤0.01%
446
-96
393
$31.1K ﹤0.01%
1,017
394
$30K ﹤0.01%
526
395
$29K ﹤0.01%
1,105
396
$28.6K ﹤0.01%
724
397
$28.3K ﹤0.01%
528
398
$27.6K ﹤0.01%
600
-460
399
$27.4K ﹤0.01%
116
-29
400
$26.9K ﹤0.01%
655
-875
14 15
16
17 18