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
151
$988K 0.15%
24,130
-952
152
$976K 0.15%
57,172
+1,162
153
$960K 0.14%
10,451
+3,232
154
$953K 0.14%
25,877
+2,306
155
$941K 0.14%
4,101
+155
156
$939K 0.14%
19,781
-1,264
157
$932K 0.14%
33,831
-9,720
158
$882K 0.13%
30,811
+23,442
159
$866K 0.13%
17,291
-4,260
160
$864K 0.13%
7,846
-428
161
$834K 0.13%
3,893
-137
162
$828K 0.12%
29,141
+4,539
163
$826K 0.12%
14,022
+4,000
164
$821K 0.12%
2,289
+56
165
$820K 0.12%
15,016
+526
166
$816K 0.12%
3,843
+160
167
$812K 0.12%
11,784
-52
168
$808K 0.12%
15,568
+159
169
$805K 0.12%
10,130
-7,375
170
$794K 0.12%
8,389
-6,447
171
$793K 0.12%
+2,950
172
$791K 0.12%
21,564
+3,296
173
$775K 0.12%
8,639
-563
174
$768K 0.12%
8,503
-170
175
$766K 0.12%
+36,864
5 6
7
8 9