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
151
$51K 0.03%
930
152
$50K 0.03%
597
153
$49K 0.03%
+1,671
154
$46K 0.03%
+1,638
155
$43K 0.03%
+833
156
$41K 0.03%
+663
157
$39K 0.02%
+1,117
158
$38K 0.02%
+1,246
159
$37K 0.02%
747
+247
160
$37K 0.02%
194
161
$35K 0.02%
1,293
-546
162
$35K 0.02%
562
163
$34K 0.02%
570
-110
164
$33K 0.02%
1,478
165
$33K 0.02%
1,010
-420
166
$32K 0.02%
+347
167
$30K 0.02%
894
-143
168
$29K 0.02%
536
169
$29K 0.02%
200
-49
170
$27K 0.02%
815
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171
$25K 0.02%
+500
172
$24K 0.02%
+800
173
$23K 0.01%
187
-94
174
$23K 0.01%
+260
175
$22K 0.01%
407
5 6
7
8 9