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
$618M
AUM Growth
+$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
516
New
Increased
Reduced
Closed

Top Buys

1
+$8.23M
2
+$5.97M
3
+$4.99M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$3.51M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$3.27M

Top Sells

1
+$8.63M
2
+$8.08M
3
+$4.54M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$4.41M
5
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$4M

Sector Composition

1 Technology 7.68%
2 Financials 3.85%
3 Healthcare 3.73%
4 Consumer Discretionary 3.45%
5 Industrials 2.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.76M 0.29%
34,870
+8,904
102
$1.74M 0.28%
10,863
+213
103
$1.73M 0.28%
15,913
-4,430
104
$1.73M 0.28%
17,884
-923
105
$1.71M 0.28%
3,253
-1,363
106
$1.69M 0.27%
16,103
-1,603
107
$1.68M 0.27%
20,573
-1,185
108
$1.68M 0.27%
9,543
+310
109
$1.68M 0.27%
3,950
-71
110
$1.66M 0.27%
25,318
+4,037
111
$1.64M 0.26%
9,782
+792
112
$1.6M 0.26%
31,913
+6,847
113
$1.59M 0.26%
11,050
+3,937
114
$1.58M 0.26%
16,686
-4,105
115
$1.53M 0.25%
30,199
-2,472
116
$1.5M 0.24%
9,223
-971
117
$1.48M 0.24%
45,853
+2,093
118
$1.41M 0.23%
28,170
-2,932
119
$1.37M 0.22%
32,998
+127
120
$1.37M 0.22%
+26,105
121
$1.36M 0.22%
50,673
+429
122
$1.35M 0.22%
+32,120
123
$1.35M 0.22%
19,928
-25
124
$1.3M 0.21%
33,046
-11,492
125
$1.26M 0.2%
42,882
-274,360
3 4
5
6 7