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
126
$147K 0.09%
11,910
127
$137K 0.09%
932
-105
128
$127K 0.08%
2,441
-84
129
$125K 0.08%
3,338
+350
130
$111K 0.07%
1,358
-1,349
131
$108K 0.07%
958
132
$104K 0.07%
10,100
-1,276
133
$98K 0.06%
2,181
+560
134
$96K 0.06%
2,052
+962
135
$95K 0.06%
3,466
136
$86K 0.05%
+2,858
137
$84K 0.05%
1,281
-410
138
$83K 0.05%
962
139
$79K 0.05%
782
140
$74K 0.05%
949
141
$71K 0.05%
+1,143
142
$69K 0.04%
618
143
$63K 0.04%
686
144
$63K 0.04%
2,466
-1,310
145
$62K 0.04%
+3,170
146
$61K 0.04%
2,150
+2,032
147
$61K 0.04%
+500
148
$59K 0.04%
+1,563
149
$56K 0.04%
588
-165
150
$52K 0.03%
+978
4 5
6
7 8