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
$285M
AUM Growth
+$68.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
405
New
Increased
Reduced
Closed

Top Buys

1
+$4.48M
2
+$4.03M
3
+$2.76M
4
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$2.25M
5
MMIN icon
IQ MacKay Municipal Insured ETF
MMIN
+$2.15M

Top Sells

1
+$1.62M
2
+$1.47M
3
+$1.27M
4
TZA icon
Direxion Daily Small Cap Bear 3x Shares
TZA
+$1.01M
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$539K

Sector Composition

1 Technology 5.61%
2 Financials 3.86%
3 Healthcare 3.42%
4 Consumer Staples 3.03%
5 Industrials 3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.51M 0.53%
13,926
-1,259
52
$1.46M 0.51%
26,317
+7,708
53
$1.45M 0.51%
6,360
+912
54
$1.4M 0.49%
10,118
-130
55
$1.35M 0.47%
52,293
+900
56
$1.34M 0.47%
27,134
+254
57
$1.33M 0.47%
6,644
+1,708
58
$1.32M 0.46%
+42,890
59
$1.3M 0.46%
12,566
+5,032
60
$1.28M 0.45%
33,774
-367
61
$1.23M 0.43%
6,921
+4,329
62
$1.21M 0.42%
6,426
+144
63
$1.2M 0.42%
29,526
+4,545
64
$1.16M 0.41%
11,438
65
$1.14M 0.4%
29,032
-2,968
66
$1.13M 0.4%
3,381
-104
67
$1.09M 0.38%
29,895
+11,319
68
$1.06M 0.37%
75,810
69
$1.05M 0.37%
19,935
+10,411
70
$1.05M 0.37%
6,448
-1,062
71
$1.04M 0.36%
5,770
72
$1M 0.35%
19,991
+2,741
73
$959K 0.34%
13,080
+2,760
74
$883K 0.31%
3,512
-20
75
$871K 0.31%
14,644
+4,978
1 2
3
4 5