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
101
$1.8M 0.27%
16,339
+2,916
102
$1.78M 0.27%
6,770
+4,011
103
$1.74M 0.26%
8,846
+225
104
$1.73M 0.26%
6,080
+379
105
$1.72M 0.26%
42,492
+5,333
106
$1.72M 0.26%
53,017
+5,190
107
$1.69M 0.25%
19,122
+245
108
$1.69M 0.25%
42,198
-3,733
109
$1.65M 0.25%
37,293
+5,257
110
$1.65M 0.25%
6,031
-1,465
111
$1.64M 0.25%
48,915
+10,620
112
$1.62M 0.24%
10,489
+1,657
113
$1.6M 0.24%
7,310
+1,095
114
$1.59M 0.24%
9,383
+122
115
$1.58M 0.24%
26,372
+4,633
116
$1.57M 0.24%
9,308
+4,631
117
$1.53M 0.23%
+27,945
118
$1.51M 0.23%
46,335
+933
119
$1.48M 0.22%
9,295
+4,734
120
$1.47M 0.22%
10,047
+197
121
$1.46M 0.22%
43,927
-4,830
122
$1.45M 0.22%
7,123
+1,380
123
$1.45M 0.22%
36,901
+1,795
124
$1.37M 0.21%
8,859
-777
125
$1.3M 0.2%
11,476
+685
3 4
5
6 7