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
126
$1.29M 0.19%
24,585
-1,515
127
$1.28M 0.19%
21,026
+7,689
128
$1.26M 0.19%
51,915
+4,572
129
$1.24M 0.19%
10,645
+808
130
$1.23M 0.19%
7,369
+603
131
$1.23M 0.18%
37,159
+4,865
132
$1.19M 0.18%
65,870
+1,760
133
$1.19M 0.18%
+17,313
134
$1.18M 0.18%
5,743
-2,979
135
$1.16M 0.17%
31,319
+27
136
$1.12M 0.17%
10,487
-380
137
$1.12M 0.17%
21,551
-1,558
138
$1.11M 0.17%
43,551
-5,578
139
$1.11M 0.17%
14,779
+93
140
$1.1M 0.17%
33,830
+2,243
141
$1.05M 0.16%
25,082
+3,560
142
$1.04M 0.16%
21,548
+827
143
$1.04M 0.16%
21,045
+10,706
144
$1.03M 0.15%
45,128
-6,177
145
$1.01M 0.15%
9,073
-399
146
$1M 0.15%
5,613
+73
147
$979K 0.15%
56,010
+1,285
148
$974K 0.15%
48,718
-16,515
149
$969K 0.15%
6,882
-10,222
150
$951K 0.14%
8,274
+87
4 5
6
7 8