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
126
$1.25M 0.2%
13,682
-693
127
$1.23M 0.2%
37,658
-1,145
128
$1.2M 0.19%
52,110
+2,216
129
$1.19M 0.19%
30,651
-196
130
$1.19M 0.19%
5,825
-970
131
$1.17M 0.19%
12,727
+2,330
132
$1.17M 0.19%
30,028
-191
133
$1.16M 0.19%
25,054
-27,429
134
$1.16M 0.19%
61,613
-315
135
$1.14M 0.19%
26,399
+161
136
$1.13M 0.18%
45,652
+4,285
137
$1.13M 0.18%
9,512
-534
138
$1.07M 0.17%
14,031
-2,960
139
$1.07M 0.17%
11,886
+3,935
140
$1.05M 0.17%
9,016
+629
141
$1.04M 0.17%
21,411
-2,923
142
$1M 0.16%
23,331
+1,957
143
$996K 0.16%
16,160
-2,365
144
$973K 0.16%
53,654
+406
145
$968K 0.16%
22,330
-4,280
146
$952K 0.15%
26,747
+1,181
147
$952K 0.15%
7,284
-562
148
$947K 0.15%
15,792
+464
149
$917K 0.15%
8,396
-51
150
$903K 0.15%
14,861
-5,364
4 5
6
7 8