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
201
$545K 0.08%
7,835
+15
202
$541K 0.08%
2,600
+350
203
$524K 0.08%
4,717
204
$514K 0.08%
45,394
-1,308
205
$511K 0.08%
3,489
-19
206
$507K 0.08%
1,106
+61
207
$506K 0.08%
15,076
-754
208
$502K 0.08%
7,505
209
$498K 0.08%
+17,628
210
$492K 0.07%
21,986
-314
211
$489K 0.07%
15,513
-4,555
212
$479K 0.07%
3,421
+218
213
$477K 0.07%
29,617
-514
214
$461K 0.07%
17,050
-21,816
215
$454K 0.07%
4,872
216
$442K 0.07%
16,888
+21
217
$434K 0.07%
+4,395
218
$427K 0.06%
2,737
219
$407K 0.06%
+8,082
220
$401K 0.06%
9,809
-218
221
$399K 0.06%
8,493
+194
222
$396K 0.06%
1,449
+205
223
$391K 0.06%
2,009
+1
224
$382K 0.06%
3,107
+420
225
$379K 0.06%
6,559
+2,866
7 8
9
10 11