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
76
$2.33M 0.35%
28,770
+22,874
77
$2.29M 0.35%
38,668
-4,348
78
$2.24M 0.34%
21,374
-17,497
79
$2.22M 0.33%
98,337
-141
80
$2.21M 0.33%
5,152
+813
81
$2.21M 0.33%
23,262
-270
82
$2.18M 0.33%
66,214
+4,491
83
$2.17M 0.33%
20,926
+2,514
84
$2.14M 0.32%
5,846
+823
85
$2.14M 0.32%
10,013
+709
86
$2.1M 0.32%
79,570
-14,441
87
$2.09M 0.31%
70,046
-108
88
$2.08M 0.31%
10,410
+2,725
89
$2.07M 0.31%
100,152
+386
90
$2.06M 0.31%
67,915
+5,184
91
$2.05M 0.31%
13,553
+2,908
92
$2.04M 0.31%
5,830
+112
93
$1.99M 0.3%
13,003
+836
94
$1.97M 0.3%
8,756
+744
95
$1.94M 0.29%
23,310
+460
96
$1.91M 0.29%
10,957
-2,519
97
$1.9M 0.29%
86,308
-81,258
98
$1.9M 0.29%
112,398
+1,047
99
$1.82M 0.27%
17,802
+11,107
100
$1.8M 0.27%
+24,812
2 3
4
5 6