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
401
$30.2K ﹤0.01%
518
-1,216
402
$29.4K ﹤0.01%
306
403
$29.4K ﹤0.01%
750
-750
404
$29.2K ﹤0.01%
432
-280
405
$27.2K ﹤0.01%
638
406
$27.1K ﹤0.01%
1,072
-94
407
$26.3K ﹤0.01%
577
-1,000
408
$25.8K ﹤0.01%
602
-2,100
409
$25.6K ﹤0.01%
655
-4,300
410
$24.9K ﹤0.01%
188
-75
411
$24.6K ﹤0.01%
505
412
$23.9K ﹤0.01%
700
413
$23.6K ﹤0.01%
555
414
$23K ﹤0.01%
+186
415
$23K ﹤0.01%
397
416
$22.6K ﹤0.01%
472
417
$22.1K ﹤0.01%
231
418
$21.9K ﹤0.01%
383
419
$21.4K ﹤0.01%
1,000
420
$20.3K ﹤0.01%
225
-225
421
$20.2K ﹤0.01%
597
+1
422
$20.1K ﹤0.01%
700
423
$19.7K ﹤0.01%
799
-15
424
$19.4K ﹤0.01%
92
-39
425
$19.3K ﹤0.01%
203
-92