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
376
$56.8K 0.01%
980
377
$51.9K 0.01%
790
378
$50.5K 0.01%
782
+51
379
$50.3K 0.01%
346
+309
380
$48.3K 0.01%
1,317
-1,800
381
$47K 0.01%
800
382
$45.9K 0.01%
397
+100
383
$45.2K 0.01%
1,222
-747
384
$43.7K 0.01%
836
385
$43.2K 0.01%
1,304
-152
386
$42.3K 0.01%
1,045
-59
387
$41.2K 0.01%
918
+5
388
$41.1K 0.01%
388
389
$39.6K 0.01%
712
390
$35.5K 0.01%
600
391
$35.2K 0.01%
1,105
392
$34.4K ﹤0.01%
663
393
$33.5K ﹤0.01%
1,255
-164
394
$32.8K ﹤0.01%
10,000
395
$32.6K ﹤0.01%
640
396
$31.7K ﹤0.01%
1,340
+5
397
$31.7K ﹤0.01%
724
398
$31.1K ﹤0.01%
1,171
-96
399
$31K ﹤0.01%
368
+1
400
$31K ﹤0.01%
717
14 15
16
17 18