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
-$161K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
509
New
Increased
Reduced
Closed

Top Buys

1
+$6.35M
2
+$4.79M
3
+$3.05M
4
VUG icon
Vanguard Growth ETF
VUG
+$2.78M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$2.74M

Top Sells

1
+$8.63M
2
+$3.43M
3
+$2.3M
4
HYMB icon
SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
+$1.97M
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
451
$5.69K ﹤0.01%
268
452
$5.41K ﹤0.01%
80
453
$5.33K ﹤0.01%
81
454
$5.33K ﹤0.01%
125
455
$5.25K ﹤0.01%
150
456
$5.19K ﹤0.01%
58
457
$5.15K ﹤0.01%
200
458
$4.92K ﹤0.01%
110
-15
459
$4.5K ﹤0.01%
114
460
$4.05K ﹤0.01%
180
461
$3.98K ﹤0.01%
204
462
$3.9K ﹤0.01%
124
463
$3.47K ﹤0.01%
115
464
$3.31K ﹤0.01%
89
465
$3.29K ﹤0.01%
36
466
$3.05K ﹤0.01%
88
467
$2.92K ﹤0.01%
78
468
$2.41K ﹤0.01%
38
469
$1.99K ﹤0.01%
+30
470
$1.97K ﹤0.01%
70
471
$1.63K ﹤0.01%
10
-7
472
$1.41K ﹤0.01%
+37
473
$1.18K ﹤0.01%
62
474
$1.02K ﹤0.01%
57
475
$679 ﹤0.01%
6
17 18
19
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