WP

WealthShield Partners Portfolio holdings

AUM $882M
1-Year Est. Return 16.21%
This Quarter Est. Return
1 Year Est. Return
+16.21%
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
State Street 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
476
$118 ﹤0.01%
1
-5,129
477
$56 ﹤0.01%
7
478
$31 ﹤0.01%
9
479
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-1,796
480
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-3,443
481
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-3,874
482
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-11
483
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-17,527
484
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-20
485
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-500
486
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487
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488
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489
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-4,438
490
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-3,205
491
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-5,663
492
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-10,300
493
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-6,978
494
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495
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-20,312
496
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-4,400
497
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-3,528
498
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-831
499
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-1,401
500
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-1,000
17 18 19
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