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
76
$2.2M 0.33%
7,496
+189
77
$2.2M 0.33%
7,680
-3,595
78
$2.18M 0.33%
99,766
+1,898
79
$2.14M 0.32%
18,412
+295
80
$2.12M 0.32%
61,723
+4,679
81
$2.08M 0.31%
39,732
+897
82
$2.03M 0.31%
40,502
-838
83
$2.01M 0.3%
5,023
+169
84
$2M 0.3%
70,154
-1,892
85
$1.99M 0.3%
19,172
+3,026
86
$1.98M 0.3%
62,731
+18,404
87
$1.98M 0.3%
22,850
-9,700
88
$1.95M 0.29%
5,718
-43
89
$1.94M 0.29%
8,012
+758
90
$1.94M 0.29%
111,351
+6,462
91
$1.94M 0.29%
8,621
-18
92
$1.93M 0.29%
4,339
+696
93
$1.93M 0.29%
17,527
+4,044
94
$1.92M 0.29%
12,167
+88
95
$1.92M 0.29%
20,312
-4,209
96
$1.9M 0.29%
45,931
-2,990
97
$1.87M 0.28%
9,304
+112
98
$1.78M 0.27%
47,827
+2,339
99
$1.78M 0.27%
42,010
-2,840
100
$1.73M 0.26%
9,261
+3,920
2 3
4
5 6