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
426
$9.49K ﹤0.01%
+263
427
$9.44K ﹤0.01%
183
428
$8.9K ﹤0.01%
123
429
$8.8K ﹤0.01%
741
-615
430
$8.73K ﹤0.01%
+76
431
$8.5K ﹤0.01%
+232
432
$8.13K ﹤0.01%
198
-15,851
433
$7.53K ﹤0.01%
418
-836
434
$7.2K ﹤0.01%
25
-418
435
$6.93K ﹤0.01%
120
-1
436
$6.5K ﹤0.01%
+59
437
$6.29K ﹤0.01%
450
438
$6.22K ﹤0.01%
283
439
$6.01K ﹤0.01%
150
440
$5.96K ﹤0.01%
268
441
$5.94K ﹤0.01%
58
442
$5.63K ﹤0.01%
200
443
$5.59K ﹤0.01%
80
444
$4.58K ﹤0.01%
+93
445
$4.31K ﹤0.01%
180
446
$4.22K ﹤0.01%
115
447
$4K ﹤0.01%
+49
448
$3.93K ﹤0.01%
+85
449
$3.9K ﹤0.01%
31
-861
450
$3.9K ﹤0.01%
36