WP

WealthShield Partners Portfolio holdings

AUM $907M
1-Year Est. Return 18.37%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.37%
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
+$6.59M
2
+$5.15M
3
+$3.04M
4
VUG icon
Vanguard Growth ETF
VUG
+$2.89M
5
VTV icon
Vanguard Value ETF
VTV
+$2.82M

Top Sells

1
+$8.77M
2
+$3.54M
3
+$2.24M
4
HYMB icon
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
+$2.04M
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
426
$14.8K ﹤0.01%
349
427
$14.7K ﹤0.01%
662
-1,096
428
$14.1K ﹤0.01%
320
429
$14.1K ﹤0.01%
98
430
$13.6K ﹤0.01%
423
431
$13.5K ﹤0.01%
500
432
$13.4K ﹤0.01%
440
433
$12.8K ﹤0.01%
244
+11
434
$12.7K ﹤0.01%
414
435
$12.7K ﹤0.01%
390
436
$12.5K ﹤0.01%
300
437
$11.5K ﹤0.01%
341
438
$10.7K ﹤0.01%
106
+43
439
$10.3K ﹤0.01%
330
440
$9.85K ﹤0.01%
290
441
$9.1K ﹤0.01%
440
442
$8.25K ﹤0.01%
123
443
$8.09K ﹤0.01%
183
444
$7.61K ﹤0.01%
324
445
$7.55K ﹤0.01%
+625
446
$7.37K ﹤0.01%
116
447
$7.17K ﹤0.01%
130
448
$7.06K ﹤0.01%
47
-12
449
$7.03K ﹤0.01%
333
-4,708
450
$6.58K ﹤0.01%
450
16 17
18
19 20