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
126
$1.28M 0.19%
27,503
-6,460
127
$1.26M 0.19%
30,640
-1,735
128
$1.26M 0.19%
3,187
-1,011
129
$1.24M 0.19%
2,187
+1,510
130
$1.22M 0.18%
9,211
-4,082
131
$1.19M 0.18%
50,250
-1,665
132
$1.18M 0.18%
27,085
-5,645
133
$1.14M 0.17%
66,686
+816
134
$1.12M 0.17%
19,925
-1,101
135
$1.12M 0.17%
23,507
+1,959
136
$1.12M 0.17%
7,816
+447
137
$1.11M 0.17%
2,067
+1,186
138
$1.1M 0.17%
+22,412
139
$1.08M 0.16%
31,070
-249
140
$1.04M 0.16%
10,074
+7,120
141
$1.04M 0.16%
8,860
+1,095
142
$1.02M 0.15%
14,050
-729
143
$1.01M 0.15%
7,670
144
$1.01M 0.15%
46,442
+1,314
145
$1.01M 0.15%
32,539
-1,291
146
$1M 0.15%
7,360
+478
147
$1M 0.15%
9,896
-591
148
$998K 0.15%
18,634
+1,321
149
$993K 0.15%
5,794
+181
150
$992K 0.15%
20,623
-19,879
4 5
6
7 8