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
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
20 21