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
26
$5.76M 0.87%
84,217
-2,851
27
$5.52M 0.83%
20,707
+1,210
28
$5.46M 0.82%
41,705
+7,558
29
$5.39M 0.81%
78,465
+18,410
30
$5.22M 0.79%
165,639
+10,542
31
$5.2M 0.78%
58,697
-5,863
32
$5.06M 0.76%
78,082
-1,539
33
$4.85M 0.73%
33,415
+2,837
34
$4.79M 0.72%
29,192
+3,739
35
$4.65M 0.7%
67,285
-2,110
36
$4.54M 0.68%
62,681
+363
37
$4.4M 0.66%
27,609
+2,309
38
$4.4M 0.66%
76,333
+47,569
39
$4.38M 0.66%
41,720
+4,603
40
$4.18M 0.63%
45,649
+2,472
41
$3.99M 0.6%
13,305
+5,625
42
$3.92M 0.59%
53,482
-873
43
$3.87M 0.58%
12,794
-447
44
$3.73M 0.56%
39,226
-65
45
$3.7M 0.56%
18,256
+4,246
46
$3.61M 0.54%
17,963
+3,632
47
$3.54M 0.53%
35,260
-508
48
$3.53M 0.53%
81,190
+39,180
49
$3.49M 0.53%
39,268
-3,920
50
$3.24M 0.49%
74,131
-3,666
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