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
176
$22K 0.01%
1,007
-50
177
$22K 0.01%
874
178
$22K 0.01%
366
179
$21K 0.01%
198
180
$21K 0.01%
+700
181
$20K 0.01%
784
182
$19K 0.01%
306
183
$19K 0.01%
+630
184
$18K 0.01%
240
185
$17K 0.01%
436
186
$16K 0.01%
232
187
$16K 0.01%
+515
188
$15K 0.01%
320
-860
189
$15K 0.01%
473
+50
190
$14K 0.01%
85
-32
191
$12K 0.01%
144
192
$11K 0.01%
220
-218
193
$10K 0.01%
325
-12,045
194
$10K 0.01%
95
-236
195
$9K 0.01%
297
196
$9K 0.01%
84
197
$9K 0.01%
78
-300
198
$9K 0.01%
+265
199
$9K 0.01%
1,650
200
$8K 0.01%
270
-63
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