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
+$43.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
510
New
Increased
Reduced
Closed

Top Buys

1
+$11.5M
2
+$3.66M
3
+$1.74M
4
HYMB icon
SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
+$1.46M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1.39M

Top Sells

1
+$9.72M
2
+$3.51M
3
+$2.66M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$1.44M
5
META icon
Meta Platforms (Facebook)
META
+$1.03M

Sector Composition

1 Technology 5.87%
2 Healthcare 3.11%
3 Financials 2.96%
4 Consumer Discretionary 2.07%
5 Industrials 1.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$537K 0.08%
3,508
-3
202
$536K 0.08%
30,131
+684
203
$524K 0.08%
7,505
204
$502K 0.08%
1,045
205
$496K 0.07%
22,300
-1,478
206
$495K 0.07%
2,250
+78
207
$491K 0.07%
2,737
-18
208
$478K 0.07%
8,157
209
$478K 0.07%
5,896
-5,127
210
$472K 0.07%
4,872
-241
211
$462K 0.07%
3,203
-3,263
212
$458K 0.07%
16,867
-3,972
213
$445K 0.07%
50,904
+7,378
214
$442K 0.07%
5,448
-463
215
$435K 0.07%
4,068
216
$428K 0.06%
10,027
+1,101
217
$422K 0.06%
14,641
218
$413K 0.06%
881
+210
219
$405K 0.06%
2,008
+96
220
$403K 0.06%
6,832
-481
221
$401K 0.06%
8,299
+1,879
222
$399K 0.06%
4,034
-62
223
$396K 0.06%
13,797
+111
224
$396K 0.06%
11,510
+345
225
$390K 0.06%
+2,815
7 8
9
10 11