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
101
$1.72M 0.26%
5,701
+300
102
$1.72M 0.26%
4,198
-3
103
$1.69M 0.26%
18,877
+148
104
$1.68M 0.25%
8,688
+527
105
$1.66M 0.25%
28,764
+6,674
106
$1.64M 0.25%
48,757
-11,669
107
$1.58M 0.24%
33,963
-6,663
108
$1.55M 0.23%
17,505
+778
109
$1.55M 0.23%
9,636
-173
110
$1.52M 0.23%
13,423
+428
111
$1.51M 0.23%
32,730
-3,098
112
$1.49M 0.23%
9,850
+123
113
$1.45M 0.22%
14,836
-7,036
114
$1.43M 0.22%
35,106
-23,306
115
$1.42M 0.21%
7,685
+306
116
$1.4M 0.21%
8,832
+125
117
$1.4M 0.21%
32,375
-8,129
118
$1.4M 0.21%
6,215
-1,451
119
$1.38M 0.21%
45,402
-6,927
120
$1.37M 0.21%
6,978
+1,706
121
$1.36M 0.21%
10,791
+552
122
$1.35M 0.2%
21,739
+799
123
$1.33M 0.2%
32,036
+576
124
$1.33M 0.2%
38,295
-3,214
125
$1.31M 0.2%
12,727
+1,068
3 4
5
6 7