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
76
$356K 0.23%
3,397
+290
77
$355K 0.23%
2,773
-313
78
$335K 0.21%
8,644
+4,860
79
$321K 0.2%
4,141
-237
80
$319K 0.2%
3,871
-355
81
$310K 0.2%
3,653
+179
82
$308K 0.2%
6,447
+1,580
83
$305K 0.19%
17,691
+1,522
84
$301K 0.19%
5,441
+214
85
$297K 0.19%
2,022
-512
86
$293K 0.19%
855
87
$287K 0.18%
14,443
88
$285K 0.18%
5,932
+2,253
89
$283K 0.18%
6,608
+169
90
$283K 0.18%
1,483
+68
91
$279K 0.18%
9,262
92
$277K 0.18%
5,585
93
$277K 0.18%
9,297
+1,374
94
$276K 0.17%
+9,296
95
$276K 0.17%
2,744
+121
96
$267K 0.17%
4,453
-886
97
$267K 0.17%
5,343
+4,128
98
$264K 0.17%
2,554
99
$260K 0.16%
3,199
-36,286
100
$254K 0.16%
3,204
+478
2 3
4
5 6