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
$374M
AUM Growth
-$265M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
804
New
Increased
Reduced
Closed

Top Buys

1
+$8.86M
2
+$8.77M
3
+$8.53M
4
XHB icon
SPDR S&P Homebuilders ETF
XHB
+$8.35M
5
MGV icon
Vanguard Mega Cap Value ETF
MGV
+$6.24M

Top Sells

1
+$14.9M
2
+$13.3M
3
+$12.7M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$12.3M
5
IUSB icon
iShares Core Total USD Bond Market ETF
IUSB
+$11.8M

Sector Composition

1 Technology 6.58%
2 Financials 3.83%
3 Healthcare 2.64%
4 Communication Services 2.49%
5 Consumer Discretionary 2.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$260K 0.07%
+11,761
202
$249K 0.07%
6,806
+246
203
$249K 0.07%
16,353
204
$248K 0.07%
+1,775
205
$247K 0.07%
5,742
-3,808
206
$245K 0.07%
2,492
-70,235
207
$245K 0.07%
2,474
-148
208
$240K 0.06%
1,595
-589
209
$239K 0.06%
4,832
-7,642
210
$237K 0.06%
2,032
+314
211
$237K 0.06%
+2,972
212
$234K 0.06%
406
-3,031
213
$232K 0.06%
+2,459
214
$232K 0.06%
4,488
-1,080
215
$229K 0.06%
1,933
+121
216
$224K 0.06%
+1,440
217
$224K 0.06%
+12,465
218
$222K 0.06%
928
-191
219
$221K 0.06%
2,331
-7,327
220
$219K 0.06%
4,811
-7,209
221
$215K 0.06%
2,126
-5,359
222
$214K 0.06%
3,343
-1,081
223
$213K 0.06%
+1,856
224
$212K 0.06%
9,770
+1,096
225
$212K 0.06%
4,781
+1,200
7 8
9
10 11