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
+$43.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
510
New
Increased
Reduced
Closed

Top Buys

1
+$11.5M
2
+$3.66M
3
+$1.74M
4
HYMB icon
SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
+$1.46M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1.39M

Top Sells

1
+$9.72M
2
+$3.51M
3
+$2.66M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$1.44M
5
META icon
Meta Platforms (Facebook)
META
+$1.03M

Sector Composition

1 Technology 5.87%
2 Healthcare 3.11%
3 Financials 2.96%
4 Consumer Discretionary 2.07%
5 Industrials 1.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.59M 0.54%
77,797
-57,678
52
$3.24M 0.49%
21,641
-95
53
$3.18M 0.48%
13,404
+1,692
54
$3.05M 0.46%
22,053
-312
55
$3.02M 0.46%
14,676
+72
56
$3.01M 0.45%
32,826
+9,313
57
$2.96M 0.45%
14,010
+1,977
58
$2.95M 0.44%
48,279
+553
59
$2.95M 0.44%
14,331
+3,560
60
$2.8M 0.42%
16,940
-394
61
$2.78M 0.42%
48,288
-2,356
62
$2.76M 0.42%
108,790
-2,455
63
$2.64M 0.4%
13,476
+4,620
64
$2.62M 0.4%
43,016
-88
65
$2.58M 0.39%
94,011
-8,869
66
$2.54M 0.38%
13,216
-541
67
$2.44M 0.37%
97,520
+58,536
68
$2.39M 0.36%
97,158
+2,131
69
$2.39M 0.36%
32,716
+429
70
$2.35M 0.35%
23,532
-4,774
71
$2.33M 0.35%
98,478
+2,082
72
$2.31M 0.35%
12,328
+1,263
73
$2.3M 0.35%
44,447
+2,505
74
$2.23M 0.34%
13,293
+196
75
$2.22M 0.33%
26,125
+1,139
1 2
3
4 5