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
401
$19.4K ﹤0.01%
253
-588
402
$18.8K ﹤0.01%
596
-21
403
$17.4K ﹤0.01%
+381
404
$17.2K ﹤0.01%
98
405
$17.1K ﹤0.01%
200
406
$17.1K ﹤0.01%
349
407
$16.9K ﹤0.01%
686
408
$16.8K ﹤0.01%
320
409
$16.5K ﹤0.01%
304
410
$16.4K ﹤0.01%
423
411
$14.6K ﹤0.01%
74
+64
412
$14.4K ﹤0.01%
133
413
$14K ﹤0.01%
76
414
$13.7K ﹤0.01%
234
-1,817
415
$13.5K ﹤0.01%
390
416
$13K ﹤0.01%
341
417
$12.4K ﹤0.01%
350
-3,500
418
$11.9K ﹤0.01%
440
419
$11.6K ﹤0.01%
+116
420
$11.4K ﹤0.01%
330
421
$11.2K ﹤0.01%
400
422
$10.9K ﹤0.01%
187
423
$9.52K ﹤0.01%
+159
424
$9.52K ﹤0.01%
+508
425
$9.5K ﹤0.01%
126
-435
15 16
17
18 19