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
$158M
AUM Growth
-$6.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1
+$7.68M
2
+$1.93M
3
+$1.81M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.57M
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$1.11M

Top Sells

1
+$5.39M
2
+$2.95M
3
+$2.83M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$2M
5
FV icon
First Trust Dorsey Wright Focus 5 ETF
FV
+$1.37M

Sector Composition

1 Consumer Staples 2.31%
2 Financials 2.14%
3 Industrials 1.42%
4 Technology 1.3%
5 Healthcare 1.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$608K 0.39%
4,468
+110
52
$562K 0.36%
7,535
+36
53
$541K 0.34%
2,236
-589
54
$531K 0.34%
6,764
55
$528K 0.33%
10,213
+4,236
56
$527K 0.33%
11,206
+417
57
$525K 0.33%
7,191
+681
58
$522K 0.33%
2,547
59
$514K 0.33%
10,801
+1,168
60
$503K 0.32%
3,219
+451
61
$497K 0.32%
6,585
+525
62
$495K 0.31%
9,717
63
$469K 0.3%
9,709
-268
64
$456K 0.29%
9,031
-1,270
65
$454K 0.29%
1,719
-263
66
$445K 0.28%
6,534
-364
67
$419K 0.27%
4,835
68
$408K 0.26%
4,473
-1,168
69
$398K 0.25%
7,662
-4,800
70
$391K 0.25%
3,578
+594
71
$387K 0.25%
4,541
72
$361K 0.23%
3,008
-193
73
$359K 0.23%
4,879
+584
74
$358K 0.23%
6,783
+450
75
$357K 0.23%
3,777
-361
1 2
3
4 5