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
426
$19K ﹤0.01%
1,309
427
$18K ﹤0.01%
318
+1
428
$17.7K ﹤0.01%
703
429
$17.6K ﹤0.01%
200
430
$17.1K ﹤0.01%
76
431
$17K ﹤0.01%
391
+10
432
$15.6K ﹤0.01%
74
433
$15.4K ﹤0.01%
320
434
$14.4K ﹤0.01%
+319
435
$14K ﹤0.01%
341
-1,500
436
$14K ﹤0.01%
440
437
$13.7K ﹤0.01%
228
-111
438
$13.5K ﹤0.01%
350
-3,500
439
$13.3K ﹤0.01%
390
440
$13.1K ﹤0.01%
253
-1,264
441
$12.7K ﹤0.01%
211
+64
442
$12.4K ﹤0.01%
330
443
$10.9K ﹤0.01%
+45
444
$10.3K ﹤0.01%
+345
445
$10.2K ﹤0.01%
263
446
$10.1K ﹤0.01%
159
447
$9.63K ﹤0.01%
183
448
$9.48K ﹤0.01%
209
449
$9.42K ﹤0.01%
126
450
$8.68K ﹤0.01%
232
16 17
18
19 20