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
-$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
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
51
$3.2M 0.48%
34,052
-14,959
52
$3.17M 0.48%
36,032
+3,206
53
$3.17M 0.48%
35,689
+22,962
54
$3.16M 0.48%
22,320
+679
55
$3.15M 0.47%
24,055
+2,002
56
$3.05M 0.46%
+60,020
57
$3.03M 0.46%
122,336
-347,887
58
$2.98M 0.45%
29,591
+26,895
59
$2.97M 0.45%
51,306
+3,018
60
$2.88M 0.43%
49,483
+1,204
61
$2.84M 0.43%
38,980
-9,890
62
$2.8M 0.42%
14,376
-300
63
$2.8M 0.42%
13,783
+567
64
$2.79M 0.42%
40,314
+7,598
65
$2.76M 0.42%
51,690
+11,958
66
$2.73M 0.41%
17,524
+584
67
$2.63M 0.4%
11,451
-1,953
68
$2.62M 0.39%
48,730
+4,283
69
$2.56M 0.39%
5,073
-4,558
70
$2.52M 0.38%
24,529
+5,357
71
$2.45M 0.37%
102,456
+5,298
72
$2.43M 0.37%
13,659
+1,331
73
$2.4M 0.36%
47,860
+23,275
74
$2.39M 0.36%
98,195
-10,595
75
$2.39M 0.36%
26,887
+762
1 2
3
4 5