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
401
$26.4K ﹤0.01%
500
402
$25K ﹤0.01%
131
-323
403
$24.7K ﹤0.01%
464
-191
404
$22.9K ﹤0.01%
555
-4,066
405
$22.7K ﹤0.01%
+306
406
$22.5K ﹤0.01%
497
+23
407
$22.5K ﹤0.01%
700
408
$22.4K ﹤0.01%
246
+1
409
$22.3K ﹤0.01%
400
410
$21.5K ﹤0.01%
235
-700
411
$21K ﹤0.01%
775
-986
412
$21K ﹤0.01%
1,254
413
$20.8K ﹤0.01%
1,240
414
$20.3K ﹤0.01%
750
415
$19.7K ﹤0.01%
452
416
$18.7K ﹤0.01%
555
-222
417
$18.4K ﹤0.01%
250
-276
418
$18.4K ﹤0.01%
1,309
-700
419
$18.4K ﹤0.01%
472
420
$16.6K ﹤0.01%
225
421
$16.1K ﹤0.01%
689
422
$15.7K ﹤0.01%
256
423
$15.7K ﹤0.01%
+200
424
$15.6K ﹤0.01%
308
425
$14.8K ﹤0.01%
1,356