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
101
$247K 0.16%
1,023
102
$247K 0.16%
1,628
-133
103
$247K 0.16%
4,343
-49,838
104
$238K 0.15%
4,331
-2,498
105
$235K 0.15%
1,282
+87
106
$235K 0.15%
1,655
107
$234K 0.15%
4,739
+4,581
108
$232K 0.15%
3,200
-2,180
109
$232K 0.15%
+2,184
110
$223K 0.14%
5,624
+5,364
111
$221K 0.14%
+5,184
112
$220K 0.14%
3,490
-188
113
$218K 0.14%
2,958
-275
114
$215K 0.14%
5,098
-2,851
115
$209K 0.13%
1,663
+32
116
$206K 0.13%
+2,739
117
$205K 0.13%
+3,697
118
$205K 0.13%
1,281
-3
119
$204K 0.13%
3,354
-73
120
$201K 0.13%
1,279
-313
121
$191K 0.12%
7,144
-5,749
122
$185K 0.12%
6,448
-47,616
123
$182K 0.12%
1,366
-1,314
124
$178K 0.11%
5,217
+1,632
125
$147K 0.09%
4,110
+3,610
3 4
5
6 7