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
$664M
AUM Growth
+$43.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
510
New
Increased
Reduced
Closed

Top Buys

1
+$11.5M
2
+$3.66M
3
+$1.74M
4
HYMB icon
SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
+$1.46M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1.39M

Top Sells

1
+$9.72M
2
+$3.51M
3
+$2.66M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$1.44M
5
META icon
Meta Platforms (Facebook)
META
+$1.03M

Sector Composition

1 Technology 5.87%
2 Healthcare 3.11%
3 Financials 2.96%
4 Consumer Discretionary 2.07%
5 Industrials 1.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$8K ﹤0.01%
183
452
$7.7K ﹤0.01%
116
+18
453
$6.76K ﹤0.01%
63
+6
454
$6.44K ﹤0.01%
+70
455
$6.39K ﹤0.01%
125
456
$6.04K ﹤0.01%
268
457
$5.93K ﹤0.01%
125
-8
458
$5.54K ﹤0.01%
80
459
$5.46K ﹤0.01%
+81
460
$5.46K ﹤0.01%
58
461
$5.37K ﹤0.01%
+150
462
$5.21K ﹤0.01%
+200
463
$5.17K ﹤0.01%
50
-150
464
$4.97K ﹤0.01%
124
465
$4.54K ﹤0.01%
114
466
$4.39K ﹤0.01%
204
467
$4.28K ﹤0.01%
+180
468
$3.64K ﹤0.01%
89
469
$3.51K ﹤0.01%
115
470
$3.38K ﹤0.01%
36
-35
471
$3.11K ﹤0.01%
88
472
$3K ﹤0.01%
17
+7
473
$2.98K ﹤0.01%
78
474
$2.52K ﹤0.01%
38
475
$2.06K ﹤0.01%
70
-280
17 18
19
20 21