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
$618M
AUM Growth
+$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
516
New
Increased
Reduced
Closed

Top Buys

1
+$8.23M
2
+$5.97M
3
+$4.99M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$3.51M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$3.27M

Top Sells

1
+$8.63M
2
+$8.08M
3
+$4.54M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$4.41M
5
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$4M

Sector Composition

1 Technology 7.68%
2 Financials 3.85%
3 Healthcare 3.73%
4 Consumer Discretionary 3.45%
5 Industrials 2.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.15M 0.51%
22,817
+944
52
$3.13M 0.51%
23,594
+681
53
$3.08M 0.5%
21,714
+1,142
54
$3.05M 0.49%
10,128
+302
55
$2.98M 0.48%
22,390
-2,730
56
$2.94M 0.48%
30,038
+4,511
57
$2.91M 0.47%
40,122
+16,821
58
$2.84M 0.46%
13,205
+1,046
59
$2.84M 0.46%
35,567
+1,247
60
$2.8M 0.45%
3,829
-17
61
$2.79M 0.45%
14,527
-2,638
62
$2.78M 0.45%
13,815
-268
63
$2.76M 0.45%
65,866
+9,106
64
$2.73M 0.44%
23,318
-7,388
65
$2.73M 0.44%
100,515
+2,088
66
$2.71M 0.44%
8,995
-149
67
$2.7M 0.44%
24,401
-2,693
68
$2.7M 0.44%
3,465
-770
69
$2.68M 0.43%
23,353
-38,342
70
$2.68M 0.43%
36,584
-1,447
71
$2.61M 0.42%
103,457
+4,195
72
$2.54M 0.41%
103,146
+4,140
73
$2.49M 0.4%
+12,562
74
$2.47M 0.4%
5,388
+1,942
75
$2.45M 0.4%
14,460
-8,888
1 2
3
4 5