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
401
$31.6K ﹤0.01%
1,105
402
$31.4K ﹤0.01%
+1,017
403
$29.7K ﹤0.01%
1,000
404
$29.6K ﹤0.01%
724
405
$29.2K ﹤0.01%
528
406
$28.8K ﹤0.01%
2,009
407
$28.7K ﹤0.01%
819
+230
408
$28.4K ﹤0.01%
762
-6
409
$27.6K ﹤0.01%
777
+28
410
$26.9K ﹤0.01%
500
411
$25.4K ﹤0.01%
1,800
412
$23.3K ﹤0.01%
245
+67
413
$23.2K ﹤0.01%
+700
414
$23K ﹤0.01%
400
-3,700
415
$22.5K ﹤0.01%
1,254
-200
416
$22.1K ﹤0.01%
474
417
$22K ﹤0.01%
1,240
-114
418
$21.7K ﹤0.01%
750
419
$20.3K ﹤0.01%
452
420
$20.1K ﹤0.01%
338
421
$19.1K ﹤0.01%
472
422
$18.6K ﹤0.01%
244
-110
423
$18.2K ﹤0.01%
165
-379
424
$17.4K ﹤0.01%
225
425
$17.1K ﹤0.01%
308
-48
15 16
17
18 19