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WealthShield Partners Portfolio holdings

AUM $898M
1-Year Est. Return 19.38%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.38%
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
476
$118 ﹤0.01%
1
-5,129
477
$56 ﹤0.01%
7
478
$31 ﹤0.01%
9
479
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-500
480
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481
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482
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483
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-4,438
484
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485
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-6,978
488
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489
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490
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491
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492
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-831
493
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494
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497
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498
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500
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