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
451
$3.54K ﹤0.01%
63
-209
452
$3.26K ﹤0.01%
78
453
$2.89K ﹤0.01%
38
454
$2.86K ﹤0.01%
124
455
$2.8K ﹤0.01%
89
456
$2.53K ﹤0.01%
60
+1
457
$2.46K ﹤0.01%
70
458
$2.43K ﹤0.01%
+50
459
$2.42K ﹤0.01%
+53
460
$2.4K ﹤0.01%
45
+1
461
$2.39K ﹤0.01%
87
+29
462
$2.33K ﹤0.01%
10
463
$2.22K ﹤0.01%
+100
464
$2.06K ﹤0.01%
30
465
$1.92K ﹤0.01%
48
-1
466
$1.76K ﹤0.01%
+61
467
$1.75K ﹤0.01%
69
-457
468
$1.69K ﹤0.01%
46
+1
469
$1.63K ﹤0.01%
25
+8
470
$1.45K ﹤0.01%
+32
471
$1.36K ﹤0.01%
16
472
$1.29K ﹤0.01%
+14
473
$1.24K ﹤0.01%
62
474
$1.11K ﹤0.01%
57
475
$846 ﹤0.01%
21
17 18
19
20 21