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
376
$31K 0.01%
1,151
-383
377
$29.7K ﹤0.01%
1,323
-816
378
$29.2K ﹤0.01%
717
-90
379
$28.9K ﹤0.01%
750
380
$28.3K ﹤0.01%
487
-215
381
$26.6K ﹤0.01%
+10,000
382
$25.9K ﹤0.01%
306
383
$24.8K ﹤0.01%
700
384
$24.4K ﹤0.01%
505
-102
385
$23.9K ﹤0.01%
525
386
$23.8K ﹤0.01%
555
387
$23.7K ﹤0.01%
246
388
$23.4K ﹤0.01%
472
+20
389
$23.2K ﹤0.01%
+1,000
390
$23K ﹤0.01%
+383
391
$23K ﹤0.01%
939
-2,205
392
$23K ﹤0.01%
397
-131
393
$22.5K ﹤0.01%
775
394
$22.2K ﹤0.01%
1,240
395
$22.2K ﹤0.01%
+276
396
$21.7K ﹤0.01%
832
-16
397
$19.9K ﹤0.01%
1,309
398
$19.9K ﹤0.01%
225
399
$19.6K ﹤0.01%
339
+31
400
$19.5K ﹤0.01%
602
+188