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
176
$746K 0.11%
18,475
-1,038
177
$731K 0.11%
23,090
+2,815
178
$723K 0.11%
4,848
+281
179
$702K 0.11%
8,509
+603
180
$702K 0.11%
7,060
-856
181
$689K 0.1%
10,800
182
$684K 0.1%
35,099
-13,619
183
$682K 0.1%
23,797
+9,156
184
$682K 0.1%
20,554
+2,170
185
$661K 0.1%
17,419
-311
186
$656K 0.1%
20,630
-1,445
187
$656K 0.1%
+8,722
188
$653K 0.1%
13,011
+2,249
189
$645K 0.1%
22,881
-871
190
$612K 0.09%
10,540
+7
191
$610K 0.09%
8,119
-4,008
192
$603K 0.09%
7,894
-104
193
$600K 0.09%
5,998
-3,378
194
$598K 0.09%
2,389
+196
195
$595K 0.09%
7,284
-257
196
$591K 0.09%
35,339
+420
197
$585K 0.09%
9,891
-1,439
198
$581K 0.09%
13,417
+4,754
199
$560K 0.08%
1,280
200
$548K 0.08%
30,898
+704
6 7
8
9 10